I have 3 columns in my input file. ID, Type, and Assigned To. ID has duplicate values and I am assigning unique values to each team member. If the value in column Type = CA then records being assigned to User 1 and/or Type = HF, these are being assigned to User 8. Rest of the records (unique of column ID) being assigned to the remaining users.
I need to re-allocate records to User 1 and User 8 (keeping their original allocation unchanged) in the following scenarios and I don't know how to achieve this. See enclosed excel for more details.
Scenario# | Do following: |
1 | User 1 and User 8 have less than Ideal Allocation. Re-assign them more from others. |
2 | User 1 has less but User 8 has more than Ideal Allocation. Re-assign only to User 1. |
3 | User 1 has more but User 8 has less than Ideal Allocation. Re-assign only to User 8. |
4 | User 1 and User 8 have more than Ideal Allocation. Don’t re-assign. |
Solved! Go to Solution.
Hi @ayush_mishra ,
I created workflow which I hope meets all scenarios.
Depending what will be initial allocation then workflow checks specific criteria (sum for User 1 and User 8 and rest) and relocate Users.
Please verify and let me know if it works.
If you have any questions feel free to ask.
Regards,
Karolina
This definitely works. I am amazed to see how you used these basic tools to achieve the outcome. I thought I would require advanced tools. Thanks a lot!