Latest Q-assign Release Notes

Current Version: 4.855

Date of release: 03/12/2024
 

Enhancements:

  • QA User Status tab page - a completely new screen now available in Lightning Experience. See more details here
     

Fixed Issues from Last Release:

  • Fixed an issue around date time field addition in Assignment Group Selection Criteria.
  • Improved Pull functionality for records whose ownership cannot be changed.
  • Fixed an issue in Active Record Criteria when saving multiple picklist values.

Version: 4.850

Date of release: 24/10/2024

 

Fixed Issues from Last Release:

  • Fixed an issue around Active Load Points calculation when using related assignment modes.
  • Improved Pull functionality so that next record gets pulled when first one fails to match.

Version: 4.849

Date of release: 19/09/2024

 

New Features:

  • Enhanced Q-assign AI Services to include Files content (PDF, DOCX, TXT) in the prompt context.
  • Introduced Logging Service in Q-assign which enables automatic logging of Q-assign processing events. Logging Service is turned OFF by default.
  • Introduced an additional option of using OpenAI Assistant API for processing of AI Services functionality.


Enhancements:

  • Plugin Actions within Q-assign now show latest picklist entries for key fields when editing.
  • Added ability to include 'converted leads' in selection criteria for Assignment Groups using a Custom Metadata setting record.
  • Increased AI Prompt's 'Body' field length from 4000 characters to 131,072 characters.
  • Improved error messages (including scenarios where quota/cap has reached) when pulling records for assignment.


Fixed Issues from Last Release:

  • Fixed an issue where scroll bar was not appearing in the Generated Prompt modal on AI Prompt screen.
  • Fixed an issue while using 'does not contain' operator in Selection Criteria (QSC) and Active Record Criteria (ARC) when used with values enclosed in single quotes.
  • Added optimization to Member Matching Rules (MMRs) SOQL query to avoid querying all licensed users and limit the query to Assignment Group Members only.
  • Added a fix to 'Q-assign Custom Presence Status' feature to assign default Available/Unavailable presence statuses upon upgrades/fresh installs.

Version: 4.841

Date of release: 11/06/2024

 

Enhancements:

  • Added an enhancement to create and use custom Presence statuses in Q-assign.
    • Along with ‘Available’ & ‘Unavailable’, now Q-assign admins/managers can create custom presence statuses for users such as Out of Office, Out for Lunch etc. (Read more on Setting and Creating Presence Statuses)
  • Added functionality in QA Licenses tab to remove inactive users from Assignment Groups.
  • Enhanced QA Licenses tab to show Salesforce User Status, Salesforce User Profile & Email columns along with other details. 
  • In QA Licenses tab, updated ‘License Usage Category’ dropdown option labels to help in better understanding.
  • Made improvements to facilitate a non-system administrator user serving as Q-assign Context User to update presence statuses.


Fixed Issues from Last Release:

  • Fixed an issue where Ignore Quota flag on Member Matching Rules was not getting respected.
  • Fixed a UI related inconsistency when showing multi picklist values in Member Matching Rules screen.
  • Fixed an issue where using Custom Object Owner field (in assignment group) along with Email Notification plugin action was causing assignment failure.
     

Known Issue:

  • On install, the 'Presence within Q-assign' field may show as blank on the 'QA User Status' tab. Processing is not affected and this is cosmetic only. In addition, the user installing the package may receive an error email stating "Failed to process batch for class 'ortoo_qra.UpgradeUserPresences'" which is related and can safely be ignored. This issue will be fixed in the next release.

Version: 4.839

Date of release: 14/05/2024

 

Enhancements:

  • Introduced Structured Data Prompts under AI Services in Q-assign. (Read More)
  • In AI Services, 'Field Picker' is now available to store AI response from both Structured Data Prompts and Humanlike Prompts


Fixed Issues from Last Release:

  • Fixed an issue in QA User Status tab where Assignment Group status was not showing correctly when the ‘Assign Outside Working Hours' setting was checked.
  • Fixed an issue in QA Users tab where in some instances, an error was getting displayed when applying filters.
     

Known issues:

  • In Member Matching Rules (of type ‘Match to Fixed Value’), users might not see picklist values loading for them in some instances. 

Version: 4.827

Date of release: 13/02/2024

 

Enhancements:

  • Optmised DML executions for certain record updates.

Version: 4.824

Date of release: 29/01/2024

 

New Features

  • Introduced QA AI Services in Q-assign enabling users to select a context (Target Object) relevant ‘AI Prompt’ in QA Action of type ‘Update Field using AI Prompt v1.0’ and populate selected field with AI response. (This feature can be enabled by Ortoo Support upon request.)

Version: 4.822

Date of release: 10/01/2024

 

Enhancements

Version: 4.821

Date of release: 04/01/2024

 

Fixed issues from the last release

  • Resolved an issue with the upgrade script which was failing due to exceeding CPU limits. The fix includes an update to the child Queue Selection Criteria format.

Version: 4.818

Date of release: 27/12/2023

 

Enhancements

  • Added ability to make users unavailable for a specified period of time within Q-assign using the new option available in QA User Status page.

Version: 4.816

Date of release: 14/12/2023

 

Fixed issues from the last release

  • Fixed an issue where the Queue Selection Criteria with child object fields wasn't retaining the values on upgrade of package.

Version: 4.808

Date of release: 05/12/2023

 

Enhancements

  • Added ability to show the link of the pulled record from the Q-assign User Availability Widget. An auto-redirect option to pulled record has also been added.

 

Fixed issues from the last release

  • Fixed an issue where Member Selection Rules (MSRs)  were having issue when dealing with picklists.
  • Fixed an issue where a dynamic action failure was leading to incorrect quota increments.
  • Fixed an issue where Member Points Scoring Rules were having incompatibility with Q-assign User Attribute object in certain scenarios.

Version: 4.799

Date of release: 18/10/2023

 

Enhancements

  • Added Entities object access to Q-assign Admin Permission Set.
  • Made changes to reflect Action Rules exception(s) under ‘QA Assignment Group Record Queue’ tab and in Last Run Report (LRR).

 

Fixed issues from the last release

  • Fixed issue where Auto Add Users feature was throwing exception when no matching user was found.

Version: 4.797

Date of release: 22/09/2023

 

Enhancements

  • Added Enhancement for action rules to support NOW and TODAY with offsets for date and datetime fields

 

Fixed issues from the last release

 

  • Fixed the saving of dates for looked up fields in Queue Selection Criteria
  • Fixed the "Click Here" link for pulled records in QA User Status Page to show the record that is pulled

Version: 4.795

Date of release: 04/09/2023

 

Fixed issues from the last release

  • Fixed QA Users tab to handle Salesforce governor limits gracefully when assignment group members are added or removed (Maximum of 200 Assignment Group Members can be added/deleted from 25 Assignment Groups at one point in time)

  • Fixed "OOO / non-working times" default value to be "User’s Default OOO entries" on Assignment Group Member Object

Version: 4.792

Date of release: 25/08/2023

 

New Features

  • Added export and import capability for QA Assignment Groups using Q-assign Migration Tool – learn more here

Enhancements

  • Increased filter Logic field width for Queue Selection Criteria in Assignment Group to cater to the long filter logics
  • Added the enhancement for QA Teams and QA Users to load Member Attributes using our preferred custom linking field – learn more here
  • Added the enhancement to display the name/label of the filter in QA Teams and QA Licenses when the filter is selected

Fixed issues from the last release

  • Fixed QA Users tab to handle Salesforce limits gracefully
  • Fixed minor spelling issues in Q-assign Assignment Group Member Maintenance Job failed email notification

Version: 4.787

Date of release: 14/06/2023

 

Enhancements

  • Browser Support Transition: To adapt to the upcoming discontinuation of browser support for window.() functions, we have implemented the use of dialogue. functions where necessary. This change may result in a different appearance of alerts, while maintaining the same functionality.

  • Function Updates: We are pleased to announce that the following functions have successfully completed their Beta phase and are now available as stable features:

    • QA Users tab/page
    • Member Selection Rules / Auto Add Users
    • Selection Criteria 'View Results'
  • Enhanced Filtering in QA Users: We have introduced an improved filtering capability in the QA Users feature. Users now have the option to filter by various attributes, enhancing the flexibility and precision of user management.

Fixed issues from the last release

  • QA User Status Tab - Pull Button: We have resolved an issue where the Pull button on the QA User Status tab was unable to fetch records for Manager Permission Set and User Permission Set. This fix ensures that the button functions correctly and retrieves the required data.

Known Issues

  • On QA Users (Beta) tab, when filter criteria is selected/entered, the filters section is toggled off and then back on, the UI may indicate that the filter has been removed. This is not the case, the filter has still been applied however the UI is incorrect.

Version: 4.785

Date of release: 23/05/2023  

 

New Features

  • Added QA Teams tab to introduce the (virtual) teams functionality to Q-assign - learn more here
  • Added ability to select, view and edit Member Attributes (QA User Attributes & QA Member Lookup Rules) at the QA Team level for all the team members - learn more here
  • Filter on QA Users tab supports selection of QA Teams
  • Added ability to select, view and edit Member Attributes (QA User Attributes & QA Member Lookup Rules) for selected users in QA Users tab - learn more here
  • Added ability to save and load filters (searches) in QA Users tab and in QA Licenses tab.

 

Known Issues

  • On QA Users (Beta) tab, when filter criteria is selected/entered, the filters section is toggled off and then back on, the UI may indicate that the filter has been removed. This is not the case, the filter has still been applied however the UI is incorrect.

  • In Q-assign User Availability Component, the Pull button does not work for users with Q-assign User and Manager permission sets.

Version: 4.780

Date of release: 17/04/2023  

 

Fixed issues from the last release

  • Sorting of users in ascending and descending order is fixed in QA Users (Beta) tab.
     

Enhancements

  • Introduced a parameter to the Q-assign User Availability Component called force Show Enable Disable with the default value false.

Known Issues

  • On QA Users (Beta) tab, when filter criteria is selected/entered, the filters section is toggled off and then back on, the UI may indicate that the filter has been removed. This is not the case, the filter has still been applied however the UI is incorrect.

  • In Q-assign User Availability Component, the Pull button does not work for users with Q-assign User and Manager permission sets.

Version: 4.779

Date of release: 06/04/2023  

 

Fixed issues from the last release

  • QA Users (Beta) tab contains UI related improvements.

  • Fixed an issue involving installation in Professional edition orgs with Shield Encryption enabled.

  • Q-assign version also contains security-related changes to align with Salesforce recommendations to ensure appropriate access to functionality.

Version: 4.775

Date of release: 14/03/2023  

 

Fixed issues from the last release

  • Fixed an issue in 'Ignore Member Availability' feature

Enhancements

  • Added ability to show Users who are not members of any Assignment Group on QA Users page

Version: 4.774

Date of release: 08/03/2023  

 

Fixed issues from the last release

  • Fixed 'QA Assignment Record Queue' issue where a record was not being created when an Error Message is greater than 255 characters

Enhancements

  • Added Enhancement of displaying or hiding filters section in QA Users (Beta) tab

  • Added Enhancement of selecting multiple Assignment Groups from filters in the QA Users (Beta) tab

  • Moved the filters section to the right-hand side in the QA Users (Beta) tab to provide more space for results and make filters clearer.

Version: 4.773

Date of release: 27/02/2023  

 

New Features

  • Added ability to manage User's Shift on QA Users page
  • Preparation for introduction of Plugin Actions on Assignment Groups

Version: 4.770

Date of release: 16/02/2023 

 

Enhancements

  • Added Enhancement of sorting users by User Name under QA Users (Beta) tab
  • Updated Salesforce API in Q-assign to latest version

Version: 4.769

New Features

  • Ability to add users to Assignment Group(s) on QA Users page
  • Ability to remove users from Assignment Group(s) on QA Users page

Existing Features

  • Improvements to Q-assign license management

Fixed issues from the last release

  • Q-assign version also contains security-related changes to align with Salesforce recommendations to ensure appropriate access to functionality.

Version: 4.764

New Features

  • Added ability in Q-assign to ignore the availability of members while making assignments

 

Enhancements

  • Improved error email notifications to contain details of multiple failed records in a single email per job

Version: 4.762

Existing Features

  • Improvements to Manager and Scheduler job management
  • Assignment Group page UI updated to align View and Edit modes

 

Fixed issues from the last release

  • Fixed Default Global Calendar record remains even though the value is removed from the UI on the QA Control Panel tab
  • Fixed the issue where datetime fields in Selection Criteria (aka QSC) were not saving values in GMT time format at the backend
  • Q-assign version also contains security-related changes which were introduced in v4.760 and are in line with Salesforce recommendations to ensure appropriate access to functionality.

Version: 4.760

Enhancements:

  • Added hyperlink to Q-assign Context User leading to user details page.
  • This Q-assign version also contains security related changes which were introduced in v4.758 and are in line with Salesforce recommendations to ensure appropriate access to functionality, Click here to access the related FAQ.

 

Fixed issues from the last release:

  • Fixed an undefined behavior around using ‘comma’ operator in Member Matching Rules filter logic.

Version: 4.757

Fixed Issues from the last release

  • Fixed Daily Global Quota value displayed on QA Users (Beta) tab 
  • Fixed 'User Presence' flag to show correctly when User is changed on User Status tab
  • Fixed Max Load Points to be respected for all assignment modes

Version: 4.754.1

Fixed Issues from the last release

  • Fixed Active Record Criteria being displayed incorrectly in some circumstances for Assignment Group Members

Version: 4.754

New Feature

  • User Availability Component can be configured to hide the Assignment Group section.

Existing Feature

  • QA Users page UI standardised

Fixed Issues from the last release

  • Fixed User Availability Component to respect User Permissions for Enable/Disable of Assignment Groups.

Version: 4.752

Fixed Issues from the last release 

  • Optimised fetching of Search Filters for relevant Assignment Groups
  • Fixed false email alert coming from Q-assign when no records are processed at all
  • Improved monitoring of the running Manager Job

Version: 4.750

Enhancements

  • Minimised the volume of error notifications received on record level failure. 

Fixed Issues from the last release 

  • Fixed issue related to Queue Selection Criteria data import through scripts.
  • Optimized Q-assign to only fetch events for members where the AG requires this information for processing.
  • Optimized  'Assign to Logged in Users' functionality so that session information is only fetched for users belonging to AG with this setting on.
  • Optimized working of Assignment Groups so that only the relevant data is selected for processing so that processing operates as efficiently as possible and achieves maximum record assignment possible.

Version: Twirl - 4.749

Enhancements

  • Added dynamic field type awareness to the input fields in Action Rules, Member Matching Rules and Member Selection Rules
     

Fixed Issues from the last release 

  • Fixed issue which Q-assign Availability Widget in Lightning for users to see their 'Assignment Group status' updates without refreshing.
  • Fixed issue in action rule not visible on the user interface, if action is imported with missing data and later edited.
  • Fixed issue in dynamic input components when handling datetime fields in different timezones other than GMT.
     

Known Issue

In Action Rules, Member Matching Rules and Member Selection Rules, the input 'picklist' field type currently allows selection of multiple options when updating a field value. Please select only a single option. This will be fixed in an upcoming release.

Version: Nightingale - 4.746

Enhancements 

  • New Max External Object DMLs Per Job configuration setting used to limit the number of DML statements that apply to objects outside of Q-assign. 

  • New QA Licenses (Beta) tab provides greater visibility of Q-assign license usage.

 

Fixed Issues from the last release 

  • Fixed issue which prevented the Work Order object from being used in Assignment Groups and the QA Unreviewed tab.
  • Fixed issue which prevented the Case Team Member object from being used within Action Rules.
  • Fixed Q-assign upgrade issue which caused the scheduler numbers to be blank.
  • Fixed issue which prevented the user from being changed in the QA User Status tab.
  • Fixed issue which prevented duplicates in the filter logic for Member Matching Rules, Member Selection Rules, and Action Rules on child objects.
  • Fixed issue with the Schedulers filter in QA Users (Beta) caused by the introduction of the Assignment Group Segregation (Beta) functionality.

Version: Ant - 4.741

Enhancements 

  • Enhancements to the QA Users (Beta) functionality: 

    • New action to allow multiple users to be enabled/disabled for one or more Assignment Groups 
    • New action to allow multiple users’ Assignment Quota to be updated for one or more Assignment Groups 
    • Updated the main results table to display Presence (previously “Available”) 
    • Resolved a filtering issue and enhanced the help text for filter fields 
    • Resolved an issue with toggling user availability 

  • Renamed User object “Available for Q-assign” field to “Present within Q-assign” 

 

Fixed Issues from the last release 

  • Fixed issue which prevented Selection Criteria from being used multiple times within Selection Criteria Filter Logic 
  • Fixed issue of Selection Criteria values becoming blank when adding new rows  

  • Fixed issue which allowed an Assignment Group to be saved without selecting its Custom Object or Any Other Standard Object.  

Version: Squid - 4.736.1 

Enhancements 

  • Support record assignment for any Standard Salesforce object 

  • Support the use of any child object within Selection Criteria 

  • UI improvements for the QA User Status tab 

  • Capability to use relative dates within Selection Criteria and Active Record Criteria 

  • Record assignment optimization: when Member Availability Prioritized = false, check available records to process before evaluating Member availability/capacity 

  • Ability to update the Scheduler Owner field within the QA Scheduler tab  

  • Enhanced field help text within QA Scheduler tab 

 

Fixed Issues from the last release  

  • Fixed issue with accessing/editing Organization Business Hours via Assignment Group -> Group Member settings. 

  • Fixed issues with Action Rule updates not applying correctly when:  

  1. Related to non-target objects 

  2. There are no members available for record assignment 

  • Optimized SOQL usage within the QA Assignment Groups tab for orgs that have a high volume of objects 

  • Fixed issue where Task object was not available within Active Record Criteria Object2 and Object3 

  • Fixed issue where saved date field values for Selection Criteria and Active Record Criteria were lost when attempting to edit an Assignment Group 

  • Fixed issue where chained Scheduler jobs were not being enqueued correctly 

Version: Octopus - 4.731

New Features

  • Assignment Group Segregation (Beta) - learn more here.

 

Enhancements

  • Added a hyperlink  to Selection Criteria Query Results within the Selection Criteria Tool so these records can be selected and viewed directly from this section
  • High SOQL usage caused by several Member Lookup Rules on the same object is now handled such that the Scheduler exits gracefully and moves on to processing the next Assignment Group instead of getting stuck in a loop
  • Q-assign Manager Job does not kick off the Scheduler job if there is no Active and Enabled Assignment Group to reduce resource usage
  • Updated email notification for Manager Job Failure and Error Notifications such that it includes Context User, Org Name, Scheduler Name/Number and error details
  • A fresh Q-assign installation will make sure to populate the Scheduler name in older Assignment Groups where previously no Schedulers were assigned and/or to create a new Scheduler in case no Schedulers exist upon installation
  • Manager Job no longer exits early because of heap size issue, without enqueuing at least some of the Scheduler jobs

 

Fixed Issues from the last release

  • "Time Limit Exceeded" exception fixed when adding members/users to Assignment Group
  • Fixed issue where Action Rule was not stamped for blank value in Pattern Matched and for Object Not Assigned
  • Fixed issue of Selection Order Field 1 not loading on changing object
  • Fixed issue of Contains Operator for Multi-picklist fields in Queue Selection Criteria and Active Record Criteria
  • Fixed issue of Member Points Scoring Rules not working for Q-assign Custom Objects

Version 4.723.4

New Features

  • The Selection Criteria Tool displays records that fulfill the Selection Criteria along with the query performance
  • Added Records Commit Setting in AG to control how DMLs run, e.g., per processed record in an AG or per AG or automatic (determined by Q-assign)
  • Allowed Opportunity Product child records to be referenced in the Selection Criteria of an Opportunity Assignment Group

Enhancements

  • It now processes as many AGs as possible in a single job compared to the 80 AGs (hard) limit set earlier
  • Last Run Report shows the process that initiated the job, e.g., scheduler, or manager, or some other process
  • Watcher Jobs can now run the Manager Job code/function if Manager fails to start (e.g. when there are nearly 100 other jobs running)
  • Action Rules can now use the updated Owner Id field for any further updates
  • Added Source Queue support for Task object
  • Added Order to the list of AG supported standard objects list

 

Fixed Issues from the last release

  • Resolved the issue where scheduler wasn't chaining jobs immediately after exiting early
  • Optimized Heap size usage for AG Members
  • Optimized SOQL usage when no records are processed in a job
  • Improved User Object and User Settings records duplicate detection and deletion
  • Improved CPU usage when a user is configured in RHS of Matching Rule
  • Fixed scheduler failure issue due to null ids in Group Members object
  • Fixed Follow Rule for similar records processed in a single job
  • Fixed an issue in Member Selection Rules involving Equals operator
  • Fixed an issue where it incorrectly considers a User as logged in 
  • Fixed QA Unreviewed Assignments tab to show most accurate data
  • Optimized duplicate remover 

Version 4.710

Enhancements

  • Ability to define the number of consecutive fatal failure jobs that will trigger Safe Mode

 

Fixed Issues from the last release

  • Heap Size usage optimized for a large number of Assignment Group Members
  • High usage of SOQL query rows is fixed for Matching Rules when the User object is on the right-hand side.
  • The Pull button now works while the Q-assign scheduler is running.
  • Assignment Groups with no Action Rules defined, do not use up DML rows for unassigned records.
  • Bug fixed that caused the Pull function to assign records to all AG members.

Version 4.707

New Features

  • Added Button to manually run Manager functionality to kick off Scheduler jobs.

Enhancements

  • Q-Assign Control Panel-Last Run: Report Add used heap size info in LRR.
  • Optimized Member-Matching Rules for using a special character (') in the value of the target object.

Fixed Issues from the last release

  • Added Lookup icon on Lookup field in the SC of the AG in Lightning mode.
  • Improved the saving process while Cloning an Assignment Group.
  • Added null check in the function that deals with the string values to handle special characters in them.

  • Optimized the CPU usage for editing/saving Assignment Groups based on Custom Objects.

Version 4.702

New Features

 

  • Member Selection Rules (Beta) Users who fulfill the Member Selection Rules will be automatically added to the Assignment Group.

  • Global Scheduler Scheduled Hours (Manager Process)  Set Business Hours schedule to make the Global Scheduler (Manager process) run only in those Business Hours.

  • QA Users (Beta) Tab It provides a place for Q-assign Manager/Admin to manage users based on Source Owner, Target Object, AG, Users Managed By, etc


Enhancements

  • Added a pop-up for detailed Last Run Report with 'Refresh', 'Download full Report', and 'Copy To Clipboard' options.
  • Optimized the Salesforce events querying, so that it does not take long and avoid going into Safe Mode.

  • Added “User to Match” Field in Q-assign Member Lookup Rules.

  • Added validation for Groups processing ID so it should be either 15 or 18 as per Salesforce standard

  • Improved the validation for Matching Rules Filter Logic, preempting any configurational issue.

  • Added enhancement of email notifications upon failure of record assignment.

  • Added enhancement of configuring Scheduler Job Timeout using Custom Metadata Type.

  • Showing specific reason for User's inactivity in Group Members section

  • Updated Licenses usage report in QA Control Panel.

  • Added pagination for picklist values greater than 1,000 entries.

  • Optimized Q-assign code to detect the duplicates records and auto-delete in Q-assign own objects.

  • Increased the Field level Security: Q-assign Context User should have access to 'Manage Records' and 'Modify All' permission as in latest versions before updating any field Q-assign checks if the user has permission to update that field. 
     

Fixed issues from the last release

  • Fixed the issue to save as many Date fields in QSC as required.

  • Fixed the issue for a comma in the multi-picklist value.

  • Fixed the issue for creating a custom object in Salesforce.

  • Fixed the issue for date fields value in the Selection Criteria.

  • Fixed the error while adding Campaign Member in the Selection Criteria of the AG.

  • Fixed the issue for Maximum View State Error in the AG.

Version 4.644.78

Fixed issue from the last release

  • Fixed issue of the action rules not working on the Q-assign Custom objects
  • Fixed issue of the comma separator for the value of the multi-picklist used in the Selection Criteria of an Assignment Group

Version 4.644.76

Fixed issue from the last release

  • Fixed issue of modification of QSC Prepared Form due to un-supported ARC objects 2/3

Version 4.644.75

Enhancements

  • Added enhancement of configuring Scheduler Job Timeout using Custom Metadata Type
  • Added support for Campaign Member in Selection Criteria for Lead object as well
  • Optimized Locking of Q-assign Object records
  • Optimized the Salesforce events querying process of Q-assign to avoid entering Safe Mode
  • Showing specific reason for User's inactivity in Group Members section
  • Safe Mode now starts at processing records half of the 'Max Records Per Job' setting instead of 1 
  • Improved the validation for Matching Rules Filter Logic

Fixed issues from the last release

  • Fixed the value outside of valid range exception on 'Next Job Number of Records to Process' setting in Control Panel
  • Fixed the heap-size issue for the Q-assign API call
  • Fixed the issues of Quota and Last Assignment Date stats updating incorrectly
  • Fixed the validation and exception handling for Matching Rules Filter Logic
  • Fixed the issues and optimized the working of Scheduler in Safe Mode
  • Fixed the discrepancies in the Last Run Report
  • Fixed the incorrect assignment issue for Weighted Round Robin 
  • Fixed the issue of Scheduler not running due to stuck Apex Queueable Job
  • Fixed the issue of Scheduler not processing all Assignment Groups (in case of a large number of AGs)

Version 4.644.14

Release Date: 29th January 2020

 

Features

  • Added a new feature: 'Member Availability Prioritized' 
  • Added a new feature: 'Match with Running User Id' on Match Type in Member Matching Rules

Enhancements

  • Added support for Campaign Member (child object of Contact) in Selection Criteria and QA Actions
  • Added support for Case Comment (child object of Case) in QA Actions
  • Added a pop-up for detailed Last Run Report with 'Refresh', 'Download full Report' and 'Copy To Clipboard' options
  • Added enhancement of email notifications upon failure of record assignment

Fixed issues from the last release

  • Fixed the issue related to freezing of Last Run Report
  • Fixed the issue of Null id record returning in email notification when the assignment of a record failed
  • Fixed the issue of Maximum view state size limit exceeded in Assignment Group Edit mode 
  • Fixed the issue of incorrect stats in Safe Mode Status section on QA Control Panel
  • Fixed the issue of incorrect information showing for member Queues in Group Members section of Assignment Group

Version 4.604.54

Release Date: 7th December 2019

 

Enhancements

  • In the 'QA Unreviewed Assignment' tab, a look-up icon is added for Owner/Queue.
  • In the 'QA Unreviewed Assignment' tab's UI, the size of the 'Go' button is increased.
  • Optimized the processing of the records that may get stuck in a queue.

Version 4.604.52

Release Date: 29th November 2019

 

Fixed issues from the last release

  • Fixed the Date/Time field issue in Active Record Criteria
  • Fixed the UI issue related to boundary overlapping in the Group Members section

Version 4.604.45

Release Date: 16th November 2019

 

Fixed issues from the last release

  • Q-assign's Permission Sets (Q-assign Administrator, Q-assign Manager, and Q-assign User) are updated with the Object and Field Level Security permissions for Q-assign custom objects

Version 4.604.43

Release Date: 5th November 2019

 

Fixed issues from the last release

  • Fixed Date fields issue in Active Record Criteria and Queue Selection Criteria
  • Fixed Global Quota refresh issue at the start of a new day
  • Fixed scroll bar issue for the picklist with a large number of values

 

Enhancements

  • Added support for apostrophe (') values with 'contains' operator in Selection Criteria
  • Full compatibility with Internet Explorer

Version 4.604.33

What's New?

  • Added a new feature: 'Assign via Omni Channel' in Assignment Action
  • Added a new feature that supports multiple active record criteria and calculates the load on multiple objects (maximum 3 objects)

 

Fixed issues from the last release

  • Member Matching Rules deletion handled
  • Permission sets for different objects updated and made accessible for QA Users, QA Administrators, and QA Managers
  • Validation added: When 'Member Matching Rule Filter Logic' uses square brackets [ ] the following fields of all the member matching rules should be compatible:
  1. Lookup Object
  2. Link to User Via
  3. Ignore Quota
  4. Ignore Cap

Enhancements

  • Active Record Criteria for Object 2 and 3 added with separate active record criteria
  • Member Matching Rules using processing order instead of counted indexes

Version 4.561

Release Date: 26th October 2018

 

What's New?

  • Added new functionality to 'Skip Assignment If more than one 'Q-assign Member Lookup Rules' Matches
     

Fixed issues from the last release

  • Fixed the edge case scenario in 'Round Robin' assignment mode, where assignments were affected by RR-weighting
     

Enhancements

  • ‘Contains’ operator is case insensitive and accepts spaces in the 'Member Matching Rules'.
  • On mass update, Q-assign will automatically update 'Assignment Groups' and related prepared forms in both Selection Criteria (QSC) and Active Record Criteria (ARC) fields

Version 4.547

What's New?

  • Added new functionality to 'Allow users to show/hide logout button' from the widget (User Availability Component).

Version 4.545.3

Release Date: 8th May 2019

 

Fixed issues from the last release

  • Fixed a bug where the pop-up list threw an exception when search query had reserved symbols in it
  • Fixed a bug where the page threw an exception when SOSL query was run on RecordType object

Version 4.545.2

Fixed issues from the last release

  • Fixed the edge case scenario of Wildcard of Member Lookup Rules where assignments were affected. 

Version 4.545.1

Enhancements 

  • Q-assign app is now Lightning Ready 
  • Added the ability to configure the Working/Shift Hour settings on Member level
  • Added the ability to Pull the records (e.g., Leads, Cases, etc.) using the Widget (User Availability Component)

Version 4.544

What's New?

 

  • A global class called QassignAPI_Assignment is shipped with the Q-assign package. It exposes methods that allow the Users (third-party code/apps) to interact with Q-assign to perform assignment related operations.
  • Added new functionality to Skip Record Assignment When Multiple Users Match in Member Matching Rules.
  • Added the ability to tackle the null/blank values in Member Lookup Rules on the User object and Q-assign custom objects (i.e. Q-assign User Attributes and Q-assign Member Lookup Rules) as:
  • Treat blank values as Exact values i.e. blank = blank
  • Treat blank values as Wildcard i.e. blank = any value
  • Treat blank values as Fixed value i.e. blank = any fixed value of your choice 
  • Treat blank values as Undefined i.e. skip this rule

Version 4.536

What's New?

  • Added the ability to define Working/Shift Hours per User and to configure the Assignment Groups that it will only assign out the records to the Users during their Working/Shift Hours
  • Added the ability to define OOO (Out Of Office) Hours per User and to configure the Assignment Groups that it will not assign out the records to the Users during their OOO Hours
  • Q-assign allows you to configure the OOO settings on Member, User, and Global level


Fixed issues from the last release

  • Fixed the issue where if a user logs out from the Assignment Group then still showing logged-in within the User Availability component 
  • Fixed the edge case scenario in Round Robin mode, where assignments were affected by a trigger

Version 4.511.5

What's New?

  • Q-assign now automatically restarts and notifies a specified user by email if a problem is found that stops or slows down the assignments
  • Scheduler Safe Mode is now introduced in Q-assign to ensure it can auto-recover from hitting SF governor limits
    • An email alert will be sent in addition to Safe Mode being visibly highlighted in Control Panel - Error Notification area
  • Q-assign now ships two new custom objects in its package:
    • Q-assign User Attributes: This object serves as a 1-1 mapping with the User object
    • Q-assign Member Lookup Rules: This object serves as a 1-Many mapping with the User object
  • Q-assign can now assign out objects using an alternate ‘Owner Id’ i.e. to assign out using a different field (user lookup) other than Owner Id
  • Q-Assign User Availability Component in Salesforce Lightning
  • Working/Shift Hours can be configured per Member (User) in an Assignment Group
  • ‘Last Modified By’ in Assignment Group shows who last modified the AG


Fixed issues from the last release

  • Fixed the data discrepancy issue preventing Q-assign to see if a user is online and available for assignments.
  • Permission Sets updated

Enhancements

  • Queue Selection and Active Records Criteria now clearly shows which options have been selected for the criteria
  • Last Run Report in QA Control Panel now shows several previous Scheduler runs 

Version 4.425.57

What's New?

  • Added a new section in ‘QA User Status’  for Admins and managers to view/edit availability of users, see all groups user is a member of and can enable/disable from groups, and see if a user is logged in or not


Fixed issues from the last release

  • Fixed the issue where 'Next Assignment Order' of some members is not updated
  • Fixed the issue where records are not assigned from the correct Assignment Group
  • Permission Sets updated
  • Fixed the issue where non-Admin Salesforce user with Q-assign Administrator permission set is unable to set member level settings such as Round Robin Weighting

Version 4.425.22

Fixed issues from the last release

  • Fixed the issue where cases aren’t assigned by a group which is partially processed by Q-assign in a run

Version 4.424.13

What's New?

  • Added a new widget for the Users to explicitly set themselves Logout/Unavailable for Q-assign. Please find the instructions to add this widget/sidebar component here
  • Activity Timeout (in minutes) – if any member isn’t active for the defined minutes then it will not allow assignments to that member
  • Source Queue is non-mandatory now – records can be assigned based on the selection criteria without specifying any source queue. Please find the instructions to add User as a Source here
  • Ability to set per member Assignment Quota, Global Quota and Max Assignment Cap, it will override AG level settings
  • Filter logic is now available for Member Matching Rules if two or more rules are defined on AG
  • Max records per commit can be set in Control Panel to process an only specified number of records during a Scheduler Run
  • ‘Matching Rules Only’ is removed from Assignment Mode drop-down and a new setting ‘Enforce Member Matching Rules’ is introduced with the same functionality, i.e., if checked, only matching rules will be run

 

Enhancements

  • Last Run Reports shows details of assignments, e.g., how many Cases are assigned by which Assignment Group, also showing the details of any records to be assigned
  • UI improvements in Group Members section allow observing the idle time of a member, quotas set on AG/Member level, etc.

 Version 4.247.14

What's New?

  • Added the ability to support Custom Objects and get its records assigned like any other object (e.g., Leads, Cases, Accounts, Contacts, Events, Tasks, and Opportunities)

 

Fixed issues from the last release

  • Fixed the license issue in 'Add Users' section of Assignment Group
  • Fixed the exception (Collection size exceeds the maximum size of 1000) while creating new Assignment Group
  • Fixed the exception (Apex CPU time limit exceeded) in QA Unreviewed tab
  • Fixed the Assignment Quota reset issue
 
Enhancements
  • Improvements to assign a maximum number of records in one complete Scheduler run
  • Reduced the number of Lookups shipped with the package (Lookup to Account, Contact, Opportunity & Activity object changed to type Text)

Version 4.238

What's New?

  • Added the ability to allow users to specify any number of Queue Selection and Active Record criteria (not just fixed 5)
  • Added a new setting Global Assignment Quota that allows specifying a User level quota for assignments (as opposed to Group member level)
  • Added the ability to support any object e.g., Leads, Cases, Accounts, Contacts, Events, Tasks and Opportunities

 

Fixed issues from the last release

 

  • Resolved the CORF issue by removing the lookup fields from all objects
  • Fixed exception while adding multiple Users/Member in Assignment Group
  • Fixed the multi-selection and buttons in Members section of an Assignment Group that were not working in some browsers (Firefox, IE, and Safari)

 

Enhancements

  • Added the ability to choose the fields in the View for the report on Unreviewed Assignment List
  • Added the ability to sort Group Members by clicking on the appropriate column
  • Added a new field to show the Name of Business Hours/Working Hours Schedule (instead of ID)
  • Specific information/help in the Group Members section whether Assignment Quota or Max Assignment Cap is reached or a Member is inactive
  • Improvements in the backend process to handle multiple Assignment Groups in one run and schedule next runs more efficiently

 

Version 4.195.2 

What's New?

  • Added ability for users to clone Assignment Groups
  • Added a lookup in Lead/Case to Assignment Group to store the value of Assignment Group it is assigned from

 

Fixed issues from the last release

  • Fixes in Load Balanced to exclude members that have reached quota from the candidate list for receiving new lead/case
  • Reset values of queue selection and active record criteria when an object is changed
  • Reset quota for groups that are inactive i.e., inactive due to out of business hours or otherwise

 

Enhancements

  • The quota is now reset based on the time zone of Working Hours associated with the Assignment Group
  • Prevent Limit exceptions during Assignment Group processing to enhance scalability
  • Clean up deleted schedule jobs (created by Q-assign) on start/stop button and display error (if occurs) on the start/stop schedule button
  • Unreviewed Assignment list page code optimized for performance
  • Optimizations in code to remove unnecessary queries to improve performance
  • UI improvement for multi-select picklists in Queue Selection Criteria and Active Record Criteria
  • Member lookup processing code optimized for performance

 

Version 4.149

Fixed issues from the last release 

  • Assignment Group Scheduled Hours UI fixes and removing inactive Business hours from the list.

Version 4.143

Fixed issues from the last release

  • QA Analytics tab uniform error message for Data Views if Month is selected and Start & End Date is selected less than a month

 

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

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