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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:
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Go to QA Assignment Groups tab and create new Assignment Group or edit any existing assignment group
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Go to Queue Selection Criteria and click on Add row
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Select any desired Custom child object
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The related lookup will pop-up along with them as shown below
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yMzgxLzQ0MDcvY2tmaW5kZXIvaW1hZ2VzL3F1L2ltYWdlKDEwMSkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzczNTMwNzc4fX19XX0_&Signature=jUIFZd~wmrGOxZsbIXQtykfEG37Ue1e2rm4kpV126FmCsl4zTh20J5rX5ufxCCvvXCo96dHaNDchNH3HTRQW3TtltdChlk-ldZgSxmRLtcg2UdMtUQvMtKNi-9sfdIbiM174xTYXCBfqv1Q-NLiWCiZe0jmB6MQmZ6Xa6uwzSqKu3ZyH7t-FU6~17Pmw8kBv73KqGKSUKo4546Kz-L9I6e5xTH5UmfOEdUwW5bJmdB7eP9mf-u1r7JbAJJdlfqeqvFVgJHPMg4-FENb2eqHLnDfIA7PFNqs-WubttdgKYQZ2bSMXI4iFe4f44ZwGraA6m3RLwK12byrQdJwBkGXWcg__&Key-Pair-Id=K2TK3EG287XSFC)
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Select operator and value and hit save. This is how your saved view will appear
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Please contact us at support@ortooapps.com for any questions.