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added

June 10, 2024

6 months ago by Anna Kravets

We have updated the team member assignments to include more assignment options. Additionally, we have added a new trigger in the Automation Builder. Lastly, we have released minor bug fixes and UI improvements.

Release Details

Improved Team Member Assignment

Firstly, the "Team Member Assignment" configuration for new applications has been moved to the Automation Builder as an automation. Here's how the migration logic works:

  • If the option "Don't assign a team member to new applications" was chosen in the team member assignment, then no migration is needed.

  • If any other assignment options were selected (e.g. round robin), then an automation will be created in the Automation Builder. This automation will have a "When an application is created" trigger and will mirror the exact settings that were in the "Team Member Assignment."

Secondly, new options for assigning team members have been added to the "Assign Team Member to Application" action in the Automation Builder:

  • Load-balanced assignment has been introduced, allowing the system to analyze which team members have fewer applications in selected statuses and assign accordingly.
  • The round-robin assignment has been added, meaning that an equal number of created applications are assigned to the team members you choose using the round-robin process.
  • Permission group assignment has been introduced, which allows for the assignment of all team members from a specific permission group.
  • The creator of the application assignment option has been added, meaning that the team member who completed the application form will be assigned.

New Trigger in the Automation Builder

A new trigger, "When an application is created," has been added. Now, users have the ability to automatically initiate workflows when an application is created, avoiding any potential logical issues associated with using initial statuses to do so. For example, when an application is created, team members are immediately assigned to it, a credit pull integration runs alongside the strategy, and further steps are executed based on the results.