Round-Robin Assignment in Zoho CRM using Custom Script

Round-robin Assignment of Records

Prerequisite: You must create a permanent record in the specific module, leads in this case and assign that record to the first user in round-robin. 

Here’s how you add this custom function to your CRM account:

  • Go to Setup>Automations>Actions >Custom Functions > Configure Custom Function > Write your own.
  • Enter the name of the Custom function. For example: “Round-robin assignment”.
  • Select the module as Quotes. Add a description(optional).
  • Click “Free flow scripting”.
  • Copy the code given below.
  • Click “Edit arguments”.
  • Enter the name as “leadId” and select the value as “Lead Id”.
  • Click Save.

As you have created a permanent record, this function does the assignment on a round-robin basis without errors. Note that the function won’t work if you don’t create a permanent record .

The code (based on Leads Module):


leadIdStr = input.leadId.toString();
firstRefRecordDetails = zoho.crm.getRecordById("Leads", xxxxxxxxxxxxx);
firstOwner = ifnull(firstRefRecordDetails.get("SMOWNERID"),"");
if (firstOwner = "User_ID_1")
{
UpOwner = "User_ID_2";
}
if (firstOwner = "User_ID_2")
{
UpOwner = "User_ID_1";
}
updatefirstRef = zoho.crm.updateRecord("Leads", "xxxxxxxxxxx", { "SMOWNERID" : UpOwner });
mp = map();
mp.put("SMOWNERID", UpOwner);
updateResp = zoho.crm.updateRecord("Leads", leadIdStr, mp);
info mp;
info updateResp;

Note:
  • Replace 'xxxxxxxxxx' with the permanent record id mentioned in the pre-requisite.
  • The above code is an example for assigning the records in the Leads module. You can use this code for any other module by changing the module name and parameters. 
  • Assigning to a user requires the User ID and not the user name. The user ID is found in the Setup page of your CRM. Take a look at the screenshot below for more details.


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