Scenarios
Lead Assignment
Objective: To assign mechanics available in the corporation to the customers that require maintenance, in a round-robin manner.
Flow
the Code
the Function!
Step 1: Process Flow
- Any incoming lead must be assigned automatically to Users (mechanics) in a round-robin pattern.
- This ensures that all mechanics are assigned an equal number of tasks and avoids the problem of one person being over-burdened with tasks.
- Once the task is assigned, the lead information must be transferred to the Job Cards module and the record assigned to the same mechanic.
- Once the job is complete, the mechanic will update the status of the job record to Completed.
- After the job record status is changed to Completed, the record information from the Job Cards module must be transferred to the Repair Bills module.
- A face-to-face report session must be scheduled for every Friday.
Flow
the Code
the Function!
Step 2: Pre-requisites
First up, you have to create the necessary custom modules and fields.
Job Cards - Custom Module
- Customer Name - Lookup (Contacts)
- Job Card Owner - Lookup (User)
- Job Card Number - Auto Number
- Service Date - Date
- Due Date - Date
- Registration Number - Single Line
- Service Status - Status Field
- Assigned
- Not Started
- In Progress
- Completed
- Total Cost - Currency
- Pickup Date and Time - Date Time
Repair Bills - Custom Module
- Repair Bill Owner - Lookup (User)
- Repair Bill Invoice Number - Auto Number
- Subject - Single Line
- Repair Bill Date - Date
- Job Card - Lookup (Job Cards)
- Payment Type - Single Select Picklist
- Customer Name - Lookup (Contacts)
- Vehicle Registration Number - Single Line
Set a Permanent Record
You must set a permanent record in the Leads module in order for the round robin method to work. This record acts as a reference point for both the records to be assigned and the users to assign them to.
The subsequent records are assigned according to how you write the code.
Flow
the Code
the Function!
Step 3: Script the Code
Write the code script in Deluge. To get started:
- Navigate to Setup > Developer Space > Functions > + Create New Function.
- Select the place where the function is to be triggered from and click Next.
- Enter a name and description for the function.
- Write the code.
- Add arguments.
- Save the function.
Flow
the Code
the Function!
Execute the Function
As you might have seen while creating the function, the trigger points can be in various different places. They are:
- Button
- Automation
- Schedules
- Related Lists
- Standalone
This function works best when created in Automation and used in a workflow. This allows you to set the function to be triggered whenever a lead is created, so that the system would automatically assign them.
You have successfully executed the Function for Lead Assignment. Go back up to check out the Auto-Create Events and Data Transfer across Module scenarios.