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SeanO Record Assignment Rules Custom Object
Hi All
I have a custom object for RFPs. What I need is when sales submits the RFP for pricing I need the owner of that record to round robine evenly between 3 people.
Step 1 - The sales rep fills out the RFP information and then changes the status to Submitted.
Step 2 - I now want this to round robin evenly between 3 other employees
Its a pretty simple I think it can be done with a few workflows and field updates just not sure how
thank you in advance for your help
I have a custom object for RFPs. What I need is when sales submits the RFP for pricing I need the owner of that record to round robine evenly between 3 people.
Step 1 - The sales rep fills out the RFP information and then changes the status to Submitted.
Step 2 - I now want this to round robin evenly between 3 other employees
Its a pretty simple I think it can be done with a few workflows and field updates just not sure how
thank you in advance for your help
Since round robin cannot be setup through the assignment rules or direct workflows - you can do the following..
1)create an auto number which increments with creation of each RFP
2)Write a trigger on RPF object at insert - Store the 3 expected owners in a list and using the auto number - get the owner of the previous RPF created and compare the owner name in the owner list and assign it to the next available owner from the list.If the list ends - start over the assignment again.
Hope this helps!