Overview

The RoundRobin action automatically distributes user assignments across a pool of users in a fair, rotational manner. It uses a pre-configured Round Robin Assignment Group to:

• Select the next user from a defined user pool based on workload or rotation order
• Assign the identified source record to the new target user
• Optionally reassign any open tasks associated with the record to the new user
• Handle out-of-office scenarios by skipping or using backup users

Common Use Cases

• Claim Assignment: Automatically assign new claims to adjusters based on their current workload
• Incident Distribution: Route safety incidents to safety managers in rotation
• Work Order Assignment: Distribute work orders to technicians evenly
• Lead Assignment: Assign incoming leads to sales representatives fairly
• Case Management: Balance caseloads across case managers or social workers