Jan 04, 2022 08:31 AM
I have 2 tables
I want to assign one adviser to an enquiry on a round-robin basis.
I’m assuming creating a column for the date/time they last had a lead then finding the adviser record with the longest date would be fairly straight forward but I can’t seem to work it out.
Is there an automation to find a record based on the furthest date from today?
Jan 04, 2022 09:52 AM
I do not think you can achieve what you are trying to do through simple automations or third party solutions like Integromat/Zapier. This is because every time you assign the new enquiry you need to find the lead with the longest date out of all. I think the best solution to achieve this is to build an Airtable script.
Jan 04, 2022 10:43 AM
Hey So it’s the script that looks for the adviser with the longest date that I don’t know how to do.
I can’t find any scripts that look for the longest/furthest date
Jan 05, 2022 02:10 AM
yes, I do not think you can find a plug and play solution online. The script would have to be custom built to your specific data structure and fields