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
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
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- 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
------------------------------- This is great thank you. I ended up figuring out a solution but it was not as elegant as this...I ended up with an extra table that I didn't need using a Max record ID summary on the one record to get the User into the table...but then did the automation just like you showed above...seems to be working great. Thanks again for your help.
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Gary McDonald
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