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[CAL-4373] Dynamic host assignment with Routing Forms #16729

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CarinaWolli opened this issue Sep 19, 2024 · 0 comments
Open

[CAL-4373] Dynamic host assignment with Routing Forms #16729

CarinaWolli opened this issue Sep 19, 2024 · 0 comments
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✨ feature New feature or request 🎨 needs design Before engineering kick-off, a designer needs to submit a mockup routing-forms area: routing forms, routing, forms teams area: teams, round robin, collective, managed event-types

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@CarinaWolli
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Currently, we can route to specific event types based on rules. However, this requires creating a new event type for every rule, even when the only change needed is the assigned hosts. We want to simplify this by introducing routing forms that use a single integrated event type (likely hidden from regular event types) and dynamically assign hosts based on input and team member attributes.

Feature details:

  • Add attributes to team members (already possible)
  • Routing:
    • Instead of redirecting to different event types based on specific rules, we want to make rules that dynamically assign hosts to the same event-type based on user input and host attributes.
    • Example rules: if company size < 10 and the country = US, assign all hosts that have the following attributes: region = US, department = customer support
    • We want to allow multiple rules like that + a fallback rule
  • After form is submitted, they will be redirected to the event type with the hosts assigned according to their input data.
  • Event type settings: We may also want to allow users to configure more detailed event-type settings, such as the event type name and other advanced options.

From SyncLinear.com | CAL-4373

@CarinaWolli CarinaWolli added routing-forms area: routing forms, routing, forms 🎨 needs design Before engineering kick-off, a designer needs to submit a mockup labels Sep 19, 2024
@dosubot dosubot bot added teams area: teams, round robin, collective, managed event-types ✨ feature New feature or request labels Sep 19, 2024
@CarinaWolli CarinaWolli added this to the Routing Forms 2.0 milestone Sep 19, 2024
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Labels
✨ feature New feature or request 🎨 needs design Before engineering kick-off, a designer needs to submit a mockup routing-forms area: routing forms, routing, forms teams area: teams, round robin, collective, managed event-types
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