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Assigning User based on # of assigned records

  • October 23, 2019
  • 0 replies
  • 106 views
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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 who has the least number of records to the next record I create in the Claims table.  

For Example
Mike  74 claims
Tom   73 claims
Mary  67 claims
Jane  87 claims

The next record I create in the claims table I would like to assign Mary.

Any thoughts or suggestions on doing this?  

Thanks in advance.

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Gary McDonald
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Gary McDonald
This topic has been closed for replies.

EverettPatterso
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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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  • DonLarson
  • Quickbase Alumni
  • October 24, 2019
Gary,

Have you looked at Triggers from Juiced Tech?

https://www.juicedtech.com/triggers

It is inexpensive and very powerful.   I have all my clients sign up for it.  They have a Search feature in it that allows you look for records with certain criteria.  You would build a Formula Field that would identify Mary as the User with the fewest assigned Claims.  The Trigger would then find her record and can use that information to assign the next claim to her.


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Don Larson
Paasporter
Westlake OH
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