Table of Contents |
---|
Viewing Team Queue
You can view the team queue/unassigned cases in two different places:
The “Leave Team Queue (Unassigned Cases)” report on the Homepage Dashboard
The “Leave Team Queue” Case List View
Assigning a Case Owner
From either of the views above, follow the below steps to assign a Case Owner:
Open the Case
Click on either of the ChangeCase Owner field
Search for the new Case Owner
Search and select the desired Case Owner
Decide whether you want to send a notification email to that new Case Owner
Click Change Owner
Once you’ve assigned the case to a Case Owner, the case will be removed from the Leave Team Queue and will show up in that Case Owner’s ‘My New Cases’ report.
Stopping an Infinite Email Loop
In rare instances, if the Salesforce HRI is sending emails to a different ticketing system, an infinite loop of automatic emails may get created. This is a problem for all ticketing systems talking to another ticketing system--one system automatically sends a case creation email which kicks off an automatic case creation email from the other system which repeats and continues until it is manually stopped.
...
Identify the Infinite Loop in the Team Queue
In the Leave Team Queue, you’ll notice one Contact with a growing list of cases.
Select the Contact Record
Click on the blue hyperlink of the Contact who is causing the Infinite Email Loop
Edit Click the ‘Do Not Auto-Reply’ Field
Double-click on the field or click the pencil icon
Check the Checkbox and Save
Check the ‘Do Not Auto-Reply’ checkbox
Click the ‘Save’ button
Ensure Infinite Email Loop Has Stopped
OnceButton
Click the ‘Yes’ Button
Click the ‘Done’ Button
Confirm the ‘Do Not Auto-Reply’
checkboxCheckbox is checked
on a Contact record, the Contact should no longer be sent the
. This should stop the Infinite Email Loop
a. This checkbox lives in the ‘System Information’ of the Case.
b. It is this checkbox that determines whether an case creation auto-emailis sent for the Contact.
Notes:
If the above process didn’t stop the Infinite Email Loop, please directly reach out to a member of the HR IT team for immediate support.
This process only works for Leave Bucket Contacts. If you receive a permissions error trying to edit a Contact record, please directly reach out to a member of the HR IT team for immediate support.
The list of Contacts who will not be sent the case creation auto-email can be found here.
You can restart case creation auto-emails to be sent to a Contact by clicking the ‘Allow Auto-Reply Emails’ button.