Latest Q-assign Release Notes


Current Version 4.723

New Features

  • Selection Criteria Tool displays records that fulfill the Selection Criteria along with the query performance
  • Added a 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 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 

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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