Twenty•2w ago

Round robin leads assignment

In workflows documentation there is a brief expatriation on how to implement a round robin leads assignment - https://docs.twenty.com/user-guide/workflows/internal-automations#lead-assignment-round-robin But i can't really find a code example for the "Code action to determine next rep in rotation" step, nor any documentation for the code step of the workflow at all, could please somebody share?

Twenty Documentation

Internal Automations - Twenty Documentation

5 Replies

martmull•2w ago

you can do something like this i guess:

export const main = ({ lastAssignedRepId, reps }: {
  lastAssignedRepId: string | null;
  reps: Array<{ id: string }>;
}) => {
  if (!lastAssignedRepId) {
    // No previous assignment: start from the first rep
    return { nextRepId: reps[0].id};
  }

  const index = reps.findIndex(r => r.id === lastAssignedRepId);

  if (index === -1 || index === reps.length - 1) {
    // Last rep was not found or it was the last in the list → wrap to first
    return { nextRepId: reps[0].id };
  }

  // Otherwise → pick the next rep in sequence
  return { nextRepId: reps[index + 1].id };
}

export const main = ({ lastAssignedRepId, reps }: {
  lastAssignedRepId: string | null;
  reps: Array<{ id: string }>;
}) => {
  if (!lastAssignedRepId) {
    // No previous assignment: start from the first rep
    return { nextRepId: reps[0].id};
  }

  const index = reps.findIndex(r => r.id === lastAssignedRepId);

  if (index === -1 || index === reps.length - 1) {
    // Last rep was not found or it was the last in the list → wrap to first
    return { nextRepId: reps[0].id };
  }

  // Otherwise → pick the next rep in sequence
  return { nextRepId: reps[index + 1].id };
}

you can add a step before to search all your active reps

VladislavOP•6d ago

Hi, thank you! To be honest i couldn't really get the model you had in your example, should lastAssignedRepId be a field of the model and reps a relation? like i'm undestandifn the code, but don't clearly understand the data model it's working with

martmull•5d ago

lastAssignedRepId is an optional parameter of the function that is computed in the first step of the workflow "Search Records to find the last assigned rep". reps are the list of the reps which can be assigned to a lead. It can be extracted from another search step. Is that clearer? Don't hesitate to ask questions if still blurry

VladislavOP•5d ago

Thanks! Now i got it, i was confused at first on assigning values to the variables, but figured it out now. The UI is a bit hard to get from the first time, i'm personally missing a hover on the assignment button.

martmull•5d ago

Thanks for the report @Thomas

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Round robin leads assignment

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