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)

  • Selected User will be set as a Source (to assign records form) in the Assignment Group

 

Please contact support@ortooapps.com for any questions.

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