Hi Mark!
It might help if I explain what I'm trying to do here.
I built an automation that is used to auto-assign work to a "preferred" rep.
In the 'Sites' table, I have fields to hold a 'preferred 1' 'preferred 2' and 'preferred 3' rep for a given site.
If a new child 'Site Visit' is created AND there is one or more Reps listed in the fields above, then that rep/reps will automatically get sent the job.
Now, I'm where I need a way to mass populate these 'preferred 1', 'preferred 2' and 'preferred 3' fields automatically, based on how many completed jobs have been performed at each site.
This will basically allow us to automatically route work to our preferred techs with no other human action.
Qrew Legend
