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Hi all!  Has anyone written a formula for round robin cases?  I have set up a case assignment rule to roll through my users with an auto numbered field on the case number. (MOD(VALUE({!Case_Number__c}) ,9) +1)  However, I'm looking for a more advanced formula, IE: (IF Case Record Type = Client_Operations.........) to make this case assignment specific to one record type.  Has anyone set up a formula with similar conditions to successfully apply a round robin case assignment solution? Thanks!
1 answer
  1. Aug 18, 2020, 1:33 PM
    Hi Wesley,

     

    Instead of modify the the above formula, I would recommend adding the Case recordtype condition in the assignment rule itself. Don't you think that will work?
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