Circles

A named group of staff. Routing a circle sets who leads it — useful where circles map to teams with an actual head.

What you would route on

Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:

A worked example

A company gives each circle an owner so that approvals routed to a circle have a named escalation point when nobody responds.

Caps and overflow

Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.

Where to go next

• Writing the rule
• When it runs — on create, on edit, or both