4.21.3 Criteria sub tab

The Criteria sub tab allows you to define account selection criteria and sort order to filter the accounts displayed in Queue Assignment section.
  1. In the Criteria Definition section, click ADD. You can also perform any of the Basic Operations mentioned in Navigation chapter.

    Note:

    Although system allows to define customized selection criteria, the execution of additional selection criteria requires additional processing at server level and can have significant performance impact delaying the EOD processing/web services. Hence it is recommended to have careful consideration while defining the additional selection criteria (like using user-defined tables and columns) and/or get approval from your database administrator before using any selection criteria.

    A brief description of the fields are given below:

    Table 4-112 Criteria Definition

    Field Do this
    Name Specify a unique name to identify the criteria.
    Description Specify the required description for the criteria.
    Hard Assigned Queue Select the queue name from the drop-down list. The list displays all the Enabled Hard Assigned customer service queues.
    Enabled Check this box to enable the criteria.

    The Criteria sub tab further consists of Selection Criteria and Sort tabs.

  2. In the Selection Criteria section, you can define the account selection criteria with the following fields. Perform any of the Basic Operations mentioned in Navigation chapter. A brief description of the fields are given below:

    Table 4-113 Account Selection Criteria

    Field Do this
    Seq Specify sequence numbers.
    ( Specify left bracket.
    Parameter Select the parameter from the drop-down list. The list displays all the Enabled attributes maintained in user defined table which has both Queue Assignment fields and 36 activities defined in Queues > Activity Tracking tab for selection.
    Comparison Operator Select comparison operator from the drop-down list.
    Criteria Value Specify criteria value.
    ) Specify right bracket.
    Logical Expression Specify logical operator from the drop-down list.
    Enabled Check this box to enable the selection criteria.
  3. Click Check Criteria to validate the correctness of the SQL statement generated and to resolve errors, if any.
  4. Perform any of the Basic Actions mentioned in Navigation chapter.
  5. In the Sort section, you can define the order to sort the account selection criteria with the following fields. Perform any of the Basic Operations mentioned in Navigation chapter. A brief description of the fields are given below:

    Table 4-114 Sort the account selection criteria

    Field Do this
    Seq Specify sequence number.
    Sort field Select the sort field from the drop-down list. The list contains both the Queue Assignment fields and 36 customer call activities defined in Queues > Activity Tracking tab for selection.
    Order Select sort order as either Ascending or Descending from the dropdown list.
  6. Perform any of the Basic Actions mentioned in Navigation chapter.