Allocation of work

Hello everyone!

I need help in creating a workflow for allocating accounts.
I have list of ticket numbers(which is unique) and multiple Request types.

Requirement is Each request type should be allocated to individuals as per Allocation sheet attached.
Attached sample data.

Request type wise allocation.xlsx

Sample data.xlsx

Workflow

Accepted answers

OllieClarke

Ah @beginner apologies, now I understand.

A little tweak to the workflow to use the multi-row formula to create a grouped recordID will get you there. I also included the (optional) randomisation of names as well

Allocation of work.yxmd

All comments

Dina

Is this what you are looking for?

Allocation of work - DR.yxzp

beginner

Thank you Dina for responding.

In this workflow same ticket is allocated to multiple individuals. What I need is tickets should be allocated to all the individuals equally

OllieClarke

@beginner I think this is what you're after:

The join formula uses the mod function to assign each row to each person (and then the switch to make mod 0 the same as the total number of people)

Hope that helps,

Ollie

Allocation of work.yxmd

beginner

Hi Ollie,

Thank you for the below workflow. What i am trying to achieving is little different from the below solution.

For example- The output i need is - If Request type = KYC and as per allocation sheet KYC tickets should be allocated only between Jason, James and Paul, rest of the individuals should not be assigned with KYC ticket. Likewise same needs to be followed for other request types.

I have attached sample Output file, please check and assist on how i can get this using Alteryx.

Thank you!

Output-.xlsx

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