Video

Automatically Remove Users Who Miss SLAs from Pools

blue rectangle with an orange lightbulb and a headshot of LeanData Head of Training Kevin Au

You may know how to set up conditions for LeanData to add and remove Users from Round Robin pools automatically, but you can also set up a graph to update a User record against these conditions when records reach certain points of your graph, such as missed SLAs.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos for more ideas.

Need help with LeanData? Check out our Help Center!

You may also want to check out this Tips and Tricks video on Adding an Incremental Counter Field to your Records.

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