Roundrobin auto-assignment of Users for different offices

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I am trying to perform a round robin assignment, for different techs in our different offices.

My Atlanta office has 3 techs (tech1, tech2, tech3) "ATL"

My Chicago office has 3 techs (tech4, tech5, and tech6) "CHI"

So if a issue is created for Office "ATL", I'd like to pass each one to the next tech in line.

first issue: tech1
second issue: tech 2
third issue: tech 3
fourth issue: tech 1
etc.

I had tried to use the example from:
http://www.quickbase.com/developer/knowledge-base/how-can-i-auto-assign-records-users-my-application...


If(
Mod([Record ID#],ToNumber([number_of_reps])) = 0, ToUser("user_screen_name_or_email"),
Mod([Record ID#],ToNumber([number_of_reps])) = 1, ToUser("user_screen_name_or_email "),
Mod([Record ID#],ToNumber([number_of_reps])) = 2, ToUser("user_screen_name_or_email "))

But I'm not sure how to setup using the Office selection: [Office] = "ATL" or [Office] = "CHI" in the current list.

So I'm trying to do something like:

If(
Mod([Office]= "ATL", Mod([Record ID#],ToNumber([ATL_techs])) = 0, ToUser("tech1"),
Mod([Office]= "ATL", Mod([Record ID#],ToNumber([ATL_techs])) = 1, ToUser("tech2"),
Mod([Office]= "ATL", Mod([Record ID#],ToNumber([ATL_techs])) = 2, ToUser("tech3"),
Mod([Office]= "CHI", Mod([Record ID#],ToNumber([CHI_techs])) = 0, ToUser("tech4"),
Mod([Office]= "CHI", Mod([Record ID#],ToNumber([CHI_techs])) = 1, ToUser("tech5"),
Mod([Office]= "CHI", Mod([Record ID#],ToNumber([CHI_techs])) = 2, ToUser("tech6"),
)


But that hasn't worked for me.

Any suggestions?

Thanks,
Tom
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Tom McNeill

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Posted 2 years ago

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Matthew Neil

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This suggestion will put the next tech in line at the top of the list, and depending on your table relationships you can make it conditional so it only shows the techs that are assigned to that office.

I'm hoping you have a set up similar to this:  (One --> Many)

Office --> Techs
Office --> Issues
Techs --> Issues

If that's the case you can make the tech dropdown conditional upon the office.

Additionally, you can summarize the "Maximum Issue Record ID#" back to the Tech table, then use that number to sort your techs, so somebody that's had an issue later in the sequence will have a larger number, thus being at the bottom of the list.  So you just pick they Tech at the top of the list.
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Tom McNeill

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Thanks Matthew!

I've setup the tables with the with the corresponding (One - > Many) setup.

How could I setup the conditions to view only techs associated with an office?
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Matthew Neil

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Open up the field properties for the field [Related Tech].

There is a checkbox to make the field use "conditional values"
Then make it show where the Tech's Related Office matches the issue's Related Office.



(This example, has [Related Client], but the set up should be the same).
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Tom McNeill

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Thanks Matthew!

I think this is what I was looking for!