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
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.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------
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.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------