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Round Robin
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Round Robin Screen

Last Modify: 

18 Jun 2024

Round Robin Screen:

  1. Round Robin Rule Name - This field is used to enter the name of the Round Robin rule.

  2. Is Active - This toggle is used to set the Round Robin rule as active or inactive.

  3. Select Object - This is a required field where users must select an object for which they want to create a Round Robin rule.

Create Round Robin

4. Add User - Users can select users for assignment in the Round Robin rule.

5. Add User Row Enable Toggle - This toggle enables or disables a user for Round Robin assignment.

On the Round Robin Listing UI:

  1. Edit - Users can edit the Round Robin rule title, IsActive (True/False), selected object, and assignment user, among other things.

  2. Delete - Clicking this will delete the Round Robin rule.


Edit and delete round robin

(Note: Round Robin UI data will be saved in the Round_Robin__c object.)

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