Issue with "Round Robin" lead distribution on SuiteCRM 7

Hello everyone,

I’m new to the community and I hope I can count on your help to solve an issue I’m facing.

I’m trying to configure a workflow on SuiteCRM 7 for lead distribution, but I need a slightly different logic. Instead of distributing leads in “Round Robin” mode, I need a distribution like 2/2/2/1/1/1/1/1, meaning giving two leads to each of the first three members, and one lead to the others.

Is there a way to configure this distribution logic automatically? Any suggestions or guidance would be greatly appreciated!

:parrot: Thanks in advance for your support! :parrot:

Hi, welcome to the Community! :tada:

You surely wont be able to achieve this very peculiar requirement without some PHP custom code. Are you a developer?

Also, please state your version more accurately, it helps… 7.14.x?

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Hi @Jack_Sparrow
To customize this functionality, development knowledge is required, as @pgr mentioned. In my case, I have customized the behavior of the Round Robin assignment in the Cases module using a hook on the before_save event. To achieve this, it is essential to first understand the logic behind the Round Robin mechanism. It operates by creating a file in the cache folder, where the ID of the user in the queue is stored. As the process progresses, this file is updated with the ID of the next user, allowing assignments to be distributed sequentially.

Additionally, the logic that manages the updating of this file can be customized according to specific requirements, making it easily adaptable to the project’s needs.

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