Round Robin Leads Help
I need help with developing a round robin leads that are generated from a web form. We need a way to notate who is eligible for leads when they come in as leads get turned off for agents when they a...
Forum Discussion
Craig,
If you still are needing help with this, I've done this before and can be of some help. Feel free to contact me - my contact info is in my profile.
Here is a high level idea of what you need to do:
http://quickbase.intuit.com/developer/knowledge-base/how-can-i-auto-assign-records-users-my-application-using-formula-i-want-randomly-and-evenly-
1. Read that knowledgebase article and follow the instructions. You should end up with a formula user field. You might label it 'Round Robin Assigned To'.
2. Create 2 new fields: the first one is a normal user type field that you might label 'Override Assigned To'. The second field is a formula user field that you might lable 'Assigned To' that has a formula that looks something like this:
if(usertoname([Override Assigined To])="",[Round Robin Assigned To],[Override Assigned To])
Which basically says: look at the assigned to override field and if there isn't any user selected, populate the round robin assigned user, but if there is a user in the override field, show that user here instead. This field, 'Assigned To' would always have a the correct user value, so it is the one you would use in reporting.
Hope that helps!!!
Eric
If you still are needing help with this, I've done this before and can be of some help. Feel free to contact me - my contact info is in my profile.
Here is a high level idea of what you need to do:
http://quickbase.intuit.com/developer/knowledge-base/how-can-i-auto-assign-records-users-my-application-using-formula-i-want-randomly-and-evenly-
1. Read that knowledgebase article and follow the instructions. You should end up with a formula user field. You might label it 'Round Robin Assigned To'.
2. Create 2 new fields: the first one is a normal user type field that you might label 'Override Assigned To'. The second field is a formula user field that you might lable 'Assigned To' that has a formula that looks something like this:
if(usertoname([Override Assigined To])="",[Round Robin Assigned To],[Override Assigned To])
Which basically says: look at the assigned to override field and if there isn't any user selected, populate the round robin assigned user, but if there is a user in the override field, show that user here instead. This field, 'Assigned To' would always have a the correct user value, so it is the one you would use in reporting.
Hope that helps!!!
Eric
