Financial Services Creatio, customer journey edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to sort queue elements on the home page by the object columns

You can customize the display order of the queue elements by applying sorting by one or several columns of the queue object. For example, you can configure the cases to display in the ascending order of the registration date. The queue priority also influences the record sorting.

The sorting order of queue elements on the home page is as follows:

1.By queue priority (if an agent works with several queues with the same queue object).

2.By sorting parameters specified in object. The parameters configuration applies to all queues generated by the current object.

Note

Learn more about elements sorting order on the home page from a separate article.

To display cases with a high priority that were created earlier on the home page, you need to first set up the sorting conditions for the cases by priority and then by registration date. To do so:

1.Go to the [Queues] section.

2.Open the [Queues setup] view.

3.Select the [Queue sorting setup] action in the [Queues] section. The [Queue objects] lookup will open.

4.Select the "Cases" object at the top.

5.Click the [New] button at the bottom. In the new window, select the cases column for sorting. In this case, it is the [Priority] column.

6.Select the "Ascending" sorting order to display elements of a higher priority first (the [Case priorities] lookup should contain the following values: “1. Critical", "2. High", "3. Medium”, etc.).

7.Specify the sorting position. This value determines the order in which the sorting is executed by more than one column. In the field specify a whole integer number, for example, “1, 2, 3...”. The sorting is performed by the column with a higher position. Specify the "1" position for the [Priority] column (Fig. 1).

Fig. 1 Example of a queue object column

scr_section_supervisor_sort_setting_card.png 

8.Add one more object column in the queue: [Title] – "Registration date", [Sorting order] – "Ascending", [Position] – "2".

9.Close the [Queue objects] lookup.

As a result, all the cases on the home page will be first sorted by priority and then by registration date. Thus, the applications with critical priority will be processed first, then - the high priority applications, etc. Thus, taking this into account, the earliest records among those of critical priority will be processed first.

See also

How to create and populate a dynamic queue

How to create and populate a static queue

How to set up a regular or a blind queue on the home page

The [Queues] section

Managing records displayed in the home page via regular and blind queues

Sorting records on the home page

Processing cases from a regular queue in the home page.

Processing cases from a blind queue in the home page

The [Home page] section

Did you find this information useful?

How can we improve it?