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Thread: Round Robin and Lead Assignment

  1. #1
    art G is offline Sugar Community Member
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    Default Round Robin and Lead Assignment

    I have a round robin system setup so when 'Web' leads come in they assign the leads in rotation to reps. I added a new rep and edited the roundrobin.php file so it reflects his info in there. I copied the info from DB for his key.
    So this is what I get now, I get blank assigned to leads. The leads would still round robin to other techs but I would get blank ones, in the assigned to fields as well. So when I pull them up and assign them to him manually they would automatically reassign to different users.

    Why is it doing that and how I can stop/fix it.?

    Thx

  2. #2
    art G is offline Sugar Community Member
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    Default Re: Round Robin and Lead Assignment

    I also noticed this. If i would create a 'New' lead with status New and assign it to that employee that works fine. As soon as I change the status from New to Web it round robins it to another employee.

    Am I missing something. it is taking leads from a rep and auto assigning it to another rep.

  3. #3
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Round Robin and Lead Assignment

    Are you talking about my Round Robin leads module or something you've designed on your own?

    Sugar doesn't do this on its own, so it is one or the other.

    If it is my module, there is a sample IF statement contained within the code that one can adjust accordingly to suit one's needs so it only assigns under specific conditions, i.e. new record, status set to a certain value, state equals something specific, etc...
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
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  4. #4
    art G is offline Sugar Community Member
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    Default Re: Round Robin and Lead Assignment

    Correct I believe you helped to set up this RoundRobin Module.

    I have the 'if' statement and i Just added a new employee to it and whenever i assign any web status leads to him manually it roundrobins to another employee.
    If i have a lead come in from the web and it tries to assign to him it just doesn't, it assigns to no one, leaves that field blank.

  5. #5
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Round Robin and Lead Assignment

    I don't know about your second problem. It kind of sounds like something is not configured correctly and the list of defined users may not match the actual number of users the array has been configured to hold.

    As for the first problem, your needs will dictate the manner in which the IF statement should be built.

    For example, if you only want it to trigger on new records, your IF statement will need to contain the following somewhere in its evaluation:

    Code:
    empty($bean->fetched_row['id'])
    If the above is true, it is a new record. Again, your specific needs will dictate the IF statement. There is no universal answer that will work for everyone. You might have valid reasons for not wanting to assign the record upon entry.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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