Auto-assigning records with a button
Hi Everyone, I'm looking to add a function whereby users can click a button and the result is that a record is assigned to the user that clicked the button. The catch is, there are several paramete...
Forum Discussion
Hey Mark,
Thanks for the reply. The process of assigning a record involves changing two fields. One is a User field which is the default user set, and the other is just a text-multiple choice status field. I'm confident I could make the button for that which would be used on the report if I go that route.
Is it possible to avoid showing options at all? I'd like the user to click the button and then a few seconds later get the notification email that they have a new assignment. The manager in charge of this process currently performs all the calculations to determine which assignment to give to whom at that moment in his head. He does that because he knows on the backend which assignments are higher priority than others (based on values in fields) and each transcriber's schedule/capacity. The transcribers are independent contractors paid a rate per audio minute. That means their incentive is to work on as many audio minutes as possible, which doesn't always line up with our incentives which are based on client needs.
If there's no way to do it without the report, is there a way for the report to only show the top result?
------------------------------
Daniel Johnson
------------------------------
Thanks for the reply. The process of assigning a record involves changing two fields. One is a User field which is the default user set, and the other is just a text-multiple choice status field. I'm confident I could make the button for that which would be used on the report if I go that route.
Is it possible to avoid showing options at all? I'd like the user to click the button and then a few seconds later get the notification email that they have a new assignment. The manager in charge of this process currently performs all the calculations to determine which assignment to give to whom at that moment in his head. He does that because he knows on the backend which assignments are higher priority than others (based on values in fields) and each transcriber's schedule/capacity. The transcribers are independent contractors paid a rate per audio minute. That means their incentive is to work on as many audio minutes as possible, which doesn't always line up with our incentives which are based on client needs.
If there's no way to do it without the report, is there a way for the report to only show the top result?
------------------------------
Daniel Johnson
------------------------------
MarkShnier__You
Qrew Legend
Qrew Legend:). Yes I know I was trying to slide by with the easy answer. I have heard this question before because you don't want the agent cherry picking the easy Assignments.
I think you can have a table with a single record called Take Next Transcript. It will be Record ID# = 1.
Make a relationship back to Transcripts based on a formula field = 1 in Transcripts called
[Link to Next Transcript (=1)].
Then you come up with a formula that awards points for each transcript. Those points can take into account the time of day and other factors. So for example if the transcript is too big to finish before the end of the day you could have a lot of negative points.
Then make a summary field on that Relationship of the Max Points, also subject to a filter that the transcript has not already been assigned.
Look up Max Point down to Transcripts.
Now each Transcript knows if they won the lottery.
Now make a summary field of the max Record ID where the points = max points.
Now the Magic Record ID# knows the Record ID# of the Next Transcript.
We can make a button to assign the transcript to the current user.
There is a risk here that two people are selecting at the same time have the magic button on the screen and they both push it and the second one to push it will end up overriding the first. There's probably a way around that but if you get that far we will deal with it.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
I think you can have a table with a single record called Take Next Transcript. It will be Record ID# = 1.
Make a relationship back to Transcripts based on a formula field = 1 in Transcripts called
[Link to Next Transcript (=1)].
Then you come up with a formula that awards points for each transcript. Those points can take into account the time of day and other factors. So for example if the transcript is too big to finish before the end of the day you could have a lot of negative points.
Then make a summary field on that Relationship of the Max Points, also subject to a filter that the transcript has not already been assigned.
Look up Max Point down to Transcripts.
Now each Transcript knows if they won the lottery.
Now make a summary field of the max Record ID where the points = max points.
Now the Magic Record ID# knows the Record ID# of the Next Transcript.
We can make a button to assign the transcript to the current user.
There is a risk here that two people are selecting at the same time have the magic button on the screen and they both push it and the second one to push it will end up overriding the first. There's probably a way around that but if you get that far we will deal with it.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------