FAQs in this section
What are Assignment Rules?
When are Assignment Rules triggered?
Are Assignment Rules available for the Organizations module?
Are Assignment Rules available in the Sales Starter edition?
What are the different assignment modes available in Vtiger CRM?
How does the Round Robin assignment mode work?
How does the Least Loaded assignment mode work?
Can all users define or configure an Assignment Rule?
How can I configure an Assignment Rule?
Why can't I add a member to an assignment rule?
Are Assignment Rules affected by the user type?
Are there any conditions that must be satisfied for assignment rules to work?
Can I configure a round robin assignment for groups?
Can I have roles instead of users as a part of a group in an assignment rule?
Will the records created through RSForms trigger an Assignment Rule?
Will an Assignment Rule work if an assignment is made using workflows?
Is Assignment Rules supported for Business Hours?
How can I remove a group from an Assignment Rule?
How can I remove a member from an Assignment Rule?

How can I configure the Round Robin assignment between groups?

First, you must create a master group that is made of multiple groups. The master group’s members are considered for the Round Robin assignment in the form of a loop. 

Let us consider this example and understand how to configure Round Robin assignment between two groups, to keep it simple. You can follow the same process for multiple groups as well.
Follow these steps to configure Round Robin assignment between two groups:

  1. Create a group, say Group 1, with A, B, and C as members. 
  2. Create another group, say, Group 2 with D, E, and F as members. 
  3. Finally, create a group called the Master Group with Group 1 and Group 2 as members.
  4. Go to Assignment Rules and add the Master Group. You will notice that the members of both Group 1 and Group 2 are visible in the Members list of the Master Group.
  5. Select Round Robin assignment mode.

Whenever records are assigned to the Master Group, they are assigned to the members of both Group 1 and Group 2 in the round robin fashion.

When a group member (user) is modified or deleted, they are removed from the Round Robin assignment.

To know more about Groups, click here.
To know more about Assignment Rules, click here.
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