Configure Automatic Work Assignments Based on Postal Code

The work fields such as Start Time, End Time, Pincode, and Location are mandatory to use this feature.

  1. Go to App Builder > Processes

    The Processes page appears.

  2. Click the Activity Process card.
    Work Processes Page

    The Activity Process page appears.

  3. Click on the required process card.
    Modify Action Process 1

    The selected <Process Name> Activities page appears.

  4. Scroll down to the Allocation And Scheduling section.
  5. Click the Manage Auto Allocate And Scheduling card.
    Manage Auto Allocate And Scheduling 1
  6. Click the Work Assignment option.
    Manage Auto Allocate And Scheduling 4
  7. Click the Postal code based Assignment checkbox.
    Manage Auto Allocate And Scheduling 6
  8. Select the below options as per your requirement.
    • Consider leaves
    • Consider weekoffs
    • Consider holidays
    • Pick Employees having less work load

    Manage Auto Allocate And Scheduling 7
  9. Click Save.