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Schedule and Assign Single Item
Assign a record and book a meeting on a user's calendar
This action can only be used as part of a Screen flow, working with one item at a time.
Looks through the list of users associated with a Gradient Works Queue and schedules a meeting with the user who was least recently assigned and is free during the provided meeting time. The item will also be assigned to this user. The item may be of any type (e.g. Account, Lead, etc). The assignment is performed immediately.
By default, if there are no users with calendar availability at the requested time, we will double book the user who was least recently assigned and assign the item to that user. If you prefer that we do not double book a user and instead do not perform any assignment, specify
If you specify a capacity using
capacityValueField, that value will be used in capacity calculations when scheduling the meetings and assigning the item to a user. For example, if you specify a
capacityValueof 5, users must have an
availableCapacitygreater than or equal to 5 to be eligible for assignment. If no capacity is specified, we assume a null capacity value for the item and do not perform any capacity calculations during assignment.
You can access the results of the assignment attempt in the Assignment object included in the output. It will include information about if the assignment completed successfully or if there was an error as well as information about the user that received the item. You can use this Assignment object as an input to other actions such as Send Slack Message.
If an API error occurs during scheduling, this action will return an error and stop attempting to schedule or assign the item. Add a Fault Path to your Flow to perform additional steps as a result of this error.