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:

1. Navigate to Setup in Salesforce.

2. Go to App Manager.

3. Locate and click Edit next to the desired app.

4. Scroll to Utility Items (under App Settings).

5. Click Add Utility Item.

6. Search for Q-assign User Record Viewer and add it.

7. Set the utility item properties as desired.

8. In the configuration panel, you’ll see a few fields you need to complete:

   Component Properties:

   1. SObject API Name:
      Enter the API name of the object you want to monitor (e.g., Case, Lead, Custom_Object__c).

   2. Field to Display:
      Enter the API name of the field you want shown in the viewer (e.g., Subject, Name, CaseNumber).

   3. 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.