Assigning User based on # of assigned records
I have a table of Records ( Claims ) that I have been assigning a User to from a User table that tracks the number of records each User has assigned to them. I want to automatically assign the user w...
Forum Discussion
How many Users do you have to manage like this? What is the key field on the Users table?
I have a working solution if you just have a few Users, but it would take some setup (one table, two relationships, summary/lookup fields, couple formulas, and one amazing automation).
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Everett Patterson
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I have a working solution if you just have a few Users, but it would take some setup (one table, two relationships, summary/lookup fields, couple formulas, and one amazing automation).
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Everett Patterson
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There are 19 Users in the Table but only 7 of them are adjusters being assigned to claims.
The key field in that table is User ( it is a User field )
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Gary McDonald
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The key field in that table is User ( it is a User field )
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Gary McDonald
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How are the claims added? From an Add button one at a time or do you import multiple claims at once?
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Everett Patterson
------------------------------- For sake of this argument and to make it as easy as possible lets say I add a new record one at a time.
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Gary McDonald
------------------------------It takes some setup and managing, but you can use all native features. I will let you determine if the effort is worth it. It should begin to assign Users to Claims evenly as you add them. Please test thoroughly and enjoy!
- Setup a new table, User Statistics. Create one record, record ID is 1.
- Create a new relationship, each User Statistic has many Users
- On the Users table, change the field Related User Statistic to a formula numeric and set the formula to 1.
- Create a lookup field for each User, name it "John Total", "Mary Total", etc *keep updated for every User
- On the User Statistics table, create a formula user field "Next User", *keep updated for every User
var number myformula = Min([John Total],[Mary Total]); If( $myformula=[John Total], ToUser("john@gmail.com"), $myformula=[Mary Total], ToUser("mary@gmail.com"))- Create a new relationship, each User Statistic has many Claims
- On the Claims table, change the field Related User Statistic to a formula numeric and set the formula to 1.
- Create a lookup field for the field "Next User"
- Create a new automation, when a user adds a record in the Claims table, modify records (record ID = record ID) and change the field Related User to the Next User
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Everett Patterson
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