lead distribution in rollbase

Posted by anu31221@gmail.com on 09-Jan-2017 22:14

How to build lead distribution in rollbase

Use case

1. Contact gets created from form or API call

2. 5 Users are in rollbase

3. Depending on rule setup like zip code  or  price range assign the contact to one of the User

or 

4 If its round robin then it will assign the contact to each users in round robin fashion

Need help

All Replies

Posted by Dr Ganesh Iyer on 10-Jan-2017 05:43

There are multiple ways to handle this.

Option 1: Add a script component into your create record page, add necessary javascript to do this functionality.

Option 2: Have a trigger which can run whenever you create or update the record and then update another filed (called say lead) with your business logic

Option 3: Use corticon rules engine which will have the rules for the lead assignment defined and create a corticon trigger in Rollbase

Posted by anu31221@gmail.com on 10-Jan-2017 06:24

Have we build the round robin login in rollbase?

Do you have some examples?

Posted by Thierry Ciot on 10-Jan-2017 09:25

You probably want to look at a record queue for implementing round robin:

See documentation.progress.com/.../

Posted by Thierry Ciot on 10-Jan-2017 09:29

For "1) Contact gets created from form or API call:"  You can simply have a contact object (check if object with contact attribute is enough for you) and users can create a new object - these forms are auto generated by Rollbase when you define the object (of course you can tailor the form with a designer tool)

For "3) Depending on rule setup like zip code  or  price range assign the contact to one of the User": check how workflow works.  documentation.progress.com/.../

Thierry.

Posted by anu31221@gmail.com on 10-Jan-2017 10:10

Where will you create the rule and round robin logic. We can have share session if available.

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