Round-Robin assignment of records
Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules.
Prerequisite: You must create a permanent record in the specific module, leads in this case and assign that record to the first user in round-robin.
Here’s how you add this function to your CRM account:
- Go to Setup > Automations > Actions > Functions > Configure Function > Write your own.
- Enter the name of the function. For example: “Round-robin assignment”.
- Select the module as Leads. Add a description(optional).
- Copy the code given below.
- Click “Edit arguments”.
- Enter the name as “leadId” and select the value as “Lead Id”.
- Click Save & Execute Script.
- Save the changes.
As you have created a permanent record, this function does the assignment on a round-robin basis without errors. Note that the function won’t work if you don’t create a permanent record .
The Code:
firstRefRecordDetails = zoho.crm.getRecordById("Leads", xxxxxxxxxxxxx);
firstOwner = ifnull(firstRefRecordDetails.get("Owner"),"").get("id");
if (firstOwner = "User_ID_1")
{
UpOwner = "User_ID_2";
}
if (firstOwner = "User_ID_2")
{
UpOwner = "User_ID_1";
}
updatefirstRef = zoho.crm.update("Leads", "xxxxxxxxxxx".toLong(), { "Owner" : UpOwner.toLong() });
info updatefirstRef;
mp = map();
mp.put("Owner", UpOwner.toLong());
updateResp = zoho.crm.update("Leads", leadId.toLong(), mp);
info mp;
info updateResp;
Note:
- Replace 'xxxxxxxxxx' with the permanent record id mentioned in the pre-requisite.
- The above code is an example for assigning the records in the Leads module. You can use this code for any other module by changing the module name and parameters.
- Assigning to a user requires the User ID and not the user name. The user ID is found in the Setup page of your CRM. Take a look at the screenshot below for more details.
- The code is zoho.crm._getRecordById for Version 1.0 of APIs.
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Check this out and let us know how it worked. If you have questions, ask away. Share this with your team if you think they'll find this useful.