How to set User as a Source instead of a Queue in an Assignment Group
Set User as a Source instead of a Queue
Q-assign allows to set non-Queue criteria to be set as a Source to assign records i.e., records can be assigned through a Source User and Queue is not mandatory to be used as a Source for records assignments. Please see the instructions below to set User as a Source in Assignment Group:
- Set Source Queue as --None--
- Select Owner ID in selection criteria below and select the operator, e.g., equals
- Select User from the Value dropdown
- Now select the source User by clicking the adjacent Search button (a popup window will open and show the Users)
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yMzgxLzQ0MDcvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDQ5KS5wbmciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NzM1MjE4MDh9fX1dfQ__&Signature=j--TOz0A1xNh6jj00C0c488LjyjLZFHArOyuvKlfMMP01AgBH63AsdowADgD8Q6nkYAc2OoVsFAeY7TJz7YTPrQPtDtN55Zkmun8Fpr4Q58Ht61p~yR-lQufJt8JbYBp9w4rhleZ1zfamzEgSbl~l7ys4uR0yasdc3CwlRsZyx41PqjV-8Gfr8PK30Fpz1S~OGZjfQyTxQlrqy4JuUd8XbOkTZtIt0P-a05s9FyI8x-TRF9iOQNg6clqI2xD7eCmWfg5HtMZLln5LqlzaCIl9sAyezDszMnfYSazcrnitBUetHOePvqd0QZeXGMwP7d4wBFAmjBxY6BDl~I-upcHLg__&Key-Pair-Id=K2TK3EG287XSFC)
- Selected User will be set as a Source (to assign records form) in the Assignment Group
Please contact support@ortooapps.com for any questions.