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
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
Have we build the round robin login in rollbase?
Do you have some examples?
You probably want to look at a record queue for implementing round robin:
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.
Where will you create the rule and round robin logic. We can have share session if available.