FAQs in this section
Can I create an autoresponder email to send to leads after webform submission?
How can I enable Round Robin auto-assignment of records in a webform?
How do I get webform code?
How do I display a webform on my website?
Can I seek consents from my contacts through webforms?
How do opt-in values in the CRM change on webform submission?
What are Vtiger webforms?
Which CRM records can I create using webforms?
How does a webform function?
What is Return URL in Webforms?
What are webforms used for?
How do I create a webform?
How do I specify what fields to add to a webform?
Can I test a webform before using it?
How do I provide an option to upload documents through a webform?
What do the options under Duplicate Handling in a webform mean?
A webform when submitted is not redirecting to the return URL in mobile browser.
I do not want a mandatory field to display in a webform. What should I do?
Can I modify a webform's HTML code?
What happens if I make a webform's status Inactive?
Can I obtain consents through a webform to send promotional emails to my contacts?
How do I link an existing webform on my website with Vtiger?
How do I intergrate an existing webform?
What happends when a contact submits a webform without opting for email marketing?
How do I update CRM records through webforms?
How do Override values in webforms work?
When a record is created via a webform, is an email sent to the webform user?

How does User Assignment work in Webforms?

The User Assignment section allows you to assign the records created from the webform to users in the CRM using the Round Robin method.

How Round Robin assignment works

You must first select multiple users. The records then get assigned to users in the order that you have listed them.

Consider that you specify users in this order - Samuel Johnson, John Doe, Rahul Kapoor. Now, the first webform submission creates a record and assigns it to Samuel Johnson, the second to John Doe, and the third to Rahul Kapoor. The fourth record is assigned to Samuel Johnson, and the cycle repeats.

Follow these steps to enable round robin assignment:
  1. Enable the Assign Users in Round Robin checkbox.
  2. Click on the space provided in Round Robin Users List.
  3. Select users or groups from the drop-down to assign records.

To learn more about Round Robin assignment in Webforms, click here.
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