Work allocation based staff availability hours and task estimated hours

[babuam]

I have written the case in detail below message

[ChrisTX]

What have you already tried?  Can you post a sample workflow?  Or do you not know where to start, from a blank canvas?

Just a wild guess, but I'm thinking may of the experts here may avoid this post, for the following reasons:

• No sample input or output data
• The request is not well structured.  See attached file for a few tips.

[babuam]

there is two tables,  table 1 is task details and table 2 is Staff details. we would output result : Task should be assigned to Staff based on availiabity hours and respective priority 1 office and task received date in FIFO method. if there is no task in priority office 1(Singapore) then Japan task should be assigned to Singapore staff. I have attached here raw data workbook has two sheets task, staff and i have tried to create workflow and not able to finish. could you please help me on this. please let me know if you need any additional information.

[babuam]

thanks for your guidance

[ChrisTX]

It looks like you'll need an Iterative macro. 

Search for Iterative on

this page Videos - Alteryx Community

and these pages Weekly Challenge Index Page 1   Weekly Challenge Index Page 2

Macros take some time to learn, mainly because the user interface could be better. 

These two options are helpful to debug macros:

1) Designer > View > Interface Designer > Test View (the magic wand icon on the left hand side) > input your values > Open Debug.
This will create a new standard workflow with the actual values coming from your inputs.
A copy of the workflow will open called Debug Workflow# (# being some number)
You can use the Debug mode to test what values are passed from the app interface to the workflow
https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Random-results-while-renaming-fields/t...

2) Community > Blogs > Engine Works Blog > The X-Ray Browse: Macro Debugging Made Easier
Designed primarily for developing & debugging macros, the X-Ray Browse enables you to pick a location within a macro under development, to view the data passing through said macro at said location. The effect is similar to a Browse tool, but the data is made viewable through the encapsulating "skin" of the macro being developed.
https://community.alteryx.com/t5/Engine-Works-Blog/The-X-Ray-Browse-Macro-Debugging-Made-Easier/ba-p...
Gallery Download link for X-Ray Browse Macro: https://gallery.alteryx.com/#!app/X-Ray-Browse-Macro/546263f9398a7111307b0cdc

Also see:

Debugging Alteryx Analytic Apps

https://www.altertricks.com/how-to/debugging-alteryx-analytic-apps/

Chris

[OllieClarke · Accepted solution]

Hi @babuam 

That was an interesting challenge, I think I've got something close to what you want.

Due to the FIFO nature of the setup, some tasks cannot be assigned as there isn't capacity left at that point (you can see that here:


If you want all tasks assigned, then you can change the sort in the outer workflow to only sort descending by Estimated Hours.

Delete the sorting by receive date

This should assign all tasks (if that's possible)

Hope that helps,

Ollie

[babuam]

Thanks a lot Ollie. Is the same workflow will give output if there is no task in Japan office it can be assigned Singapore task. Vice- versa 

[babuam]

Thanks a lot Ollie. Is the same workflow will give output if there is no task in Japan office it can be assigned Singapore task. Vice- versa??

[OllieClarke]

Hi @babuam 

Sorry, you didn't tag me in your reply so I didn't see it.

The workflow will try the Priority 1 office first, and then if there's no availability it will look across all offices. So yes

[babuam]

@OllieClarke @Thanks for your reply. The first priority is Singapore office task should assign to Singapore staff and Japan office task assigned to Japan staff 

the second priority  is if there is no task in priority 1 office then priority 2 office task will be assign to priority 1 office staff. Vice versa if there is no task in priority 2 office then priority 1 office task will be assigned to priority 2 office staff. The above work flow will give results the second priority?

Third priority: sending email for each staff assigned task details

Could you please help me on this