Need help to assing my employee

Hello,

  1. If you’re using the same lead form for different purposes, I strongly recommend splitting your workflow into three separate scenarios:
  • Main scenario → responsible for routing and selecting the correct sub-scenario based on the form type
  • Scenario 1 → processes advisor applications
  • Scenario 2 → processes travel requests
  • Scenario 3 → processes future types

With this approach, if you need to add another route in the future, you can simply create a new sub-scenario without affecting existing workflows.

It also helps keep complexity under control and improves maintainability.

You can learn more about sub-scenarios here:

  1. If you want to implement a round-robin system, I recommend checking this archived community thread: