Q-assign User Record Viewer – Setup & Usage Guide
The Q-assign User Record Viewer widget allows users to view real-time records being assigned via Q-assign. This widget is especially useful for monitoring individual workload and assignment flow directly within your Salesforce app.
How to Set It Up
To add the Q-assign User Record Viewer widget to your app:
-
Navigate to Setup in Salesforce.
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Go to App Manager.
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Locate and click Edit next to the desired app.
-
Scroll to Utility Items (under App Settings).
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Click Add Utility Item.
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Search for Q-assign User Record Viewer and add it.
-
Set the utility item properties as desired.
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In the configuration panel, you’ll see a few fields you need to complete:
Component Properties:
-
SObject API Name:
Enter the API name of the object you want to monitor (e.g.,Case
,Lead
,Custom_Object__c
). -
Field to Display:
Enter the API name of the field you want shown in the viewer (e.g.,Subject
,Name
,CaseNumber
). -
Records Filter (optional):
Add a single filter condition to narrow down which records are displayed.
Example:Subject = 'Test'
-
[Note: Filter Criteria Limitation: Currently, only one filter condition is supported in the viewer.
For example:
- Supported:
Subject = 'Test'
- Not Supported:
Subject = 'Test' AND Company = 'Ortoo']
9. Save the changes.
Once added, the widget will appear in your utility bar and begin displaying assigned records in real time.
How to Set It Up in Q-assign Availability Component
The "Show User Records" checkbox is available in the Q-assign Availability Component. When enabled there, it similarly shows the real-time records being assigned to the logged-in user as per the individual's set-up properties.
Please note that we have to set these properties separately. They can be different from the 'Q-assign User Record Viewer' component properties as well.
Please contact us at support@ortooapps.com for any questions.