Assign to Queue
This article will help you understand what the “Assign Queue” component is and how to use it.
The routing component “Assign to Owner/Queue” in PowerRouter that was used for record assignments to PowerRouter User or Queue or Reference Field.
This component has been divided into two parts now – “Assign User” and “Assign Queue”.
The “Assign Queue” component is as shown in the image below:
Please note that to use queues in the “Assign Queue” component, the PowerRouter User needs to activate the Queues in Queue License. Refer to the documentation on how to activate Queue Licenses for further information.
The following are the steps on how to use “Assign Queue” component –
To go to Workflow, click on the Router section in the left navigation bar.
Create a new Workflow by clicking on the “Plus” sign in draft workflow and provide the Workflow Name and object type (such as lead)
Click the newly created workflow to open it.
Open the component list by clicking on the blue arrow in the top right corner of the workflow canvas.
Open the component list by clicking on the blue arrow in the top right corner of the workflow canvas. Drag a trigger component (e.g., New Lead) and the “Assign Queue” component from the component list. Then, Connect the trigger component to “Assign Queue” component.
Click on Edit in Assign to Queue component.
Inside the component, there are only two options –
Description – Add a description to the component. It can be automatically filled if any queue is selected from the “Select Queue” section
Select Queue – Clicking on it will open a drop-down which contains a list of all the active Queues added in the PowerRouter. For example, select “AE Queue” from the queue list.
Click on Save to save the configuration of the “Assign Queue” component.
Save the Workflow and Click on Publish to start the routing.
Insert leads records for routing
The leads will be assigned to the “AE Queue” based on the configuration of the “Assign Queue” component.
By following these steps, you can effectively use the “Assign Queue” component in PowerRouter for record assignments.