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salesagility / SuiteCRM

SuiteCRM - Open source CRM for the world
https://www.suitecrm.com
GNU Affero General Public License v3.0
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The round robin assignment of leads #8935

Open lalitrane opened 4 years ago

lalitrane commented 4 years ago

Hi,

I am having a issue with the round robin lead assignment in Version 7.10.28

This workflow is running ‘always’ -

Condition -> Modules --> Language --> Equal To --> One of --> ‘blank’, Mandarin, Hindi, German. Action --> Modify Record 2a. Record Type = Lead 2a1. Assigned To --> round robin --> ALL Users in Security Group --> Secruritygroupname

Expected Behavior The round robin assignment should be excluding inactive user or employee status = terminated.

Actual Behavior The round robin assignment is including the inactive user or employee status = terminated.

Does anyone know any workaround for this issue?

SuiteCRM Version 7.10.28

chris001 commented 4 years ago

Excellent find. There needs to be a mechanism to filter a Security Group list of Users so that you get back only Users who their record is not deleted, they're not employee status terminated, and they're not inactive. In other words, only "active, working" Users, not the inactive/soft-deleted/non-working/On Vacation Users.