Inputs
Outputs
Reference the selected member downstream as
{{ steps.round_robin.picked_user }}, and the member’s email as {{ steps.round_robin.picked_user_email }}.
Behavior
The block keeps a pointer that marks whose turn is next. It advances that pointer each time it runs. On the first run it returns the first member in the configured set. On the next run it returns the second, and so on. After the last member, it wraps back to the start. This pointer persists across workflow runs. It does not reset on each run. That is why two leads that arrive one after another route to two different members. Spreading the work this way is the whole point of round-robin assignment. The block selects exactly one member per run, and it writes no record of its own. Wire the picked user into a following block to assign an owner, set a task assignee, or address a notification. The configured set is a fixed list of members. The block does not check whether a member is out of office, over capacity, or otherwise eligible. It simply returns the next entry. If you need to route only qualifying leads, filter the run before it reaches the block.Gotchas
- The assignment never lands. The block picks a member but writes nothing. If you stop here, the owner field stays empty. Follow the block with Update record, Update list entry, or Create task, then map the picked user into the relevant field.
- A departed member still gets leads. The set is a static list. A member who has left the team keeps their turn in the rotation until you remove them. Audit the configured set whenever the team changes.
- Unqualified leads consume a turn. Every run that reaches the block advances the rotation, even for spam or out-of-territory leads. This silently skews the balance. Put a Filter before the block so only qualified records reach it.
Examples
Assigning new leads to a sales-development pod
A Record created trigger on the People object reaches the block. The block rotates through the sales-development representative (SDR) pod and hands the pick to Update record.
Result: the first new lead is assigned to Priya Sharma, the next to Marcus Lee, the third to Dana Okoye, and the fourth wraps back to Priya Sharma.