Round Robin Systen

Thanuja K

I have 2 sheet and each sheet have 3 column with Assigned Person name so there are 4 people to whom I need to assign and they should get equal opportunity each month(overall opportunity they will get for each month should be equal). I need formula to assign people i have created sheet to count how many opportunities are getting to these people and i dont want to use any API here, can i assign through automation or any formula

please help Thank you

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Uploaded Sep 12, 2024185.79 KB

Screenshot (250).png

Uploaded Sep 12, 2024154.26 KB

NicoLHC

@Thanuja K you can assing based on some critirea for example like this. =INDEX({Approver}, MATCH([Employee ID]@row, {EmployeeID}, 0))

Thanuja K

Hi @NicoLHC, Thank you for your response but, this formula won't work as per my conditions

NicoLHC

@Thanuja K of course you need to change condition in the formula ….did you try ?

Thanuja K

Hi, I have used shuttle to offload id and then i used count fomula to know how many opportunities per person got and i have added one more column so it will update email id wh is having minimum opportunity whenever the new date is punched then i have set up automation if the minimum name example: ABC then where the date is punched infront of that we have Assigned column in this column it should update ABC this is how i have completed this.