How to use any custom child object in Selection Criteria including via lookup relationships?

Q-assign allows any suitable Child Object to be used in Selection Criteria including child objects that are Parent-Child relationships and that are Lookup relationships in Salesforce. Please see detailed steps below to configure it: 

 

Steps: 

  1. Go to QA Assignment Groups tab and create new Assignment Group or edit any existing assignment group

  1. Go to Queue Selection Criteria and click on Add row 

  1. Select any desired Custom child object

Graphical user interface, text, application, email

Description automatically generated 

  1. The related lookup will pop-up along with them as shown below

  2. Select operator and value and hit save. This is how your saved view will appear

Please contact us at support@ortooapps.com for any questions.

 

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