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Creating Round Robin assignments
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Looking to add an automation to an interface that will assign a record to someone based on an order.
I found an article explaining how to set up the automation, but am getting stuck!
In your collaborators field, have the following fields
- a checkbox field indicating the next collaborator to be assigned. This checkbox should be selected for only one collaborator and will be managed by the automation
- a linked record field stating who is the next collaborator after the current one. Make sure that every collaborator is linked in a circular fashion.
When the automation runs,
- Use a “Find records” action to find the one collaborator that is checked.
- Use a Update Record action to update the collaborator linked record of the triggering record to the record found in the “Find records” action.
- Use an Update Record action to clear the checkbox of the collaborator that was just used.
- Use an Update Record action to set the checkbox of the linked “next” collaborator.
I believe I am getting stuck on how to remove the check mark step in the automation.
Thank you so much!!
