How to create and populate a static queue
The content of static queues is formed manually and is not updated automatically. The static queues can be used to verify the applications with individual conditions.
Let's look closer at an example of creating and populating the static queues for approving the applications with individual conditions. To do this:
1.Go to the [Queues] section.
2.Open the [Queues setup] view and add a new element.
3.Specify the name of the queue on the new page, for example, “New customers””Applications with individual conditions”.
4.Select the priority for the queue. The queue priority influences the display order of the queue elements on the home page.
Note
Learn more about elements sorting order on the home page from a separate article.
5.Select a system object in the [Queue type] field. In our case it is ”Application”. You can customize queue objects in the [Queue objects] lookup by clicking the [Queue sorting setup] action in the [Queues] section. After saving the queue you cannot change its type.
Note
The selected object defines the queue type - regular or blind.
6.Select the "In progress" queue status.
Note
The home page displays only active queues. The status of active queues is “In progress”. By default, the status is "Active".
7.Specify a pre-configured business process in the [Process] field. The selected business process will be run each time an agent takes an element from the queue.
Note
For custom queues in Creatio lending, create a business process, that will form the rules for processing records from the queue on the agent desktop. To be able to use a process in a queue, add two global parameters to it: “queueelementId” and “entityRecordId” with the "Unique identifier” type. The record ID from the ([Queue element] object) is passed to the “queueelementId” parameter, and the /case/application record ID is passed to the “entityRecordId” parameter.
8.Select the [Fill in manually] option on the [Queue population] tab in the [Queue population type] fields group.
9.Go to the [Queue population] detail, to populate the queue. From the [New] button menu, select the [New folder] option and specify the pre-configured folder in [Applications] section, for example, “Applications with individual conditions”. As a result, the applications, that are included in the selected folder, will be added to the queue content. You can edit the content of the static queue by adding or deleting the elements manually. The agent desktop will display the queue content on the [Applications] tab.
10.To form a list of agents to process the queue, go to the [Team] tab. Click the [New] button and select the required employees. The selected contacts can process the content of the queue from the home page.
Attention
Only those agents who have the [Active] checkbox selected on the [Team] tab can process the queues. By default, this checkbox is selected for all contacts on the detail. You can clear the checkbox for certain agents. In this case the queue elements of the queue will not be displayed on the home page for these agents.
See also
•How to create and populate a dynamic queue
•How to set up a regular or a blind queue on the home page
•How to sort queue elements on the home page by the object columns
•Processing casesapplications from a regular queue in the home page.
•Processing casesapplications from a blind queue in the home page
