Round Robin Lead Assignment

The appRules conditions, actions, workflow activities and project types are very versatile. One of the many unique project types that you can compose quickly in appRules is “Round Robin Assignments”. Composing “Round Robin Assignments” projects in appRules is fast and easy. Simply drag, drop and configure the source, target and iteration workflow activities and you are good to go! Round Robin Assignments include lead assignments, territory realignments, and more.

This sample project shows how to use the 'iteration control' properties to perform round robin lead assignments.

Product & Hosting Options

Platform Product Availability

The workflow activities and other modules used in this sample project are available in the following appRules Platform products:

Platform Product	Availability
appRules Data Migration Engine
appRules Integration & Automation Engine
appRules Enterprise 360

Hosting & Execution Environment

If you are running the On-Premise, Azure Marketplace or AWS Marketplace editions, the following hosting options supported by appRules are recommended for running this sample project:

Hosting Option	Recommended for Project
IIS
appRules Host Service
appRules Desktop

Since the appRules Host Service is automatically installed and ready to go, it is recommended that you use it for evaluating this sample project. Just point your browser to the appRules URL

The completed project is available in the appRules Samples project database. Click the "Open" toolbar button on the appRules home page to select the "Round Robin Lead Assignment" project.

The EndOfListAction property of the 'Get Next User From List' activity has been configured to Restart the list to continue the lead assignment.