FAQs
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Last updated
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Once the solution is imported, please follow the below steps to activate all the processes of Lead Assignment and Distribution Automation.
Click on the gear icon --> Select Advanced Settings.
Next, select Processes.
From 'All Process' View activate the process shown in the below screenshot:
To delete the Lead Assignment and Distribution Automation license follow the steps given below:
Navigate to Advanced Find.
Select Inogic License Details in ‘Look for’ --> Click on Results button.
Select the Lead Assignment and Distribution Automation record and delete it.
If you want to remove user from the Assignment process, then you will need to remove the user from the queue (that you added in the Assignment Rule record). When you remove the user from queue, the user workload record of that user automatically gets deleted, and records will no longer be assigned to that user.
Later, when you want to assign records to the same user, then you will simply need to re-add the user in the same queue. This will create the user workload record for that user, and records will start getting assigned to that user.
There can be few reasons because of which 'User Workload' is not created. So, please ensure to match all the criteria stated below:
There are users in the queue that has been selected in the Assignment Rule record
The users have either Lead Assignment User or Administrator security role
The users are part of the Lead Assignment And Distribution Automation Team
The license is active and user count has not exceeded the limit
Please ensure that the user who is creating records has the privilege of 'Assigning' records for that particular entity. Without the 'Assign' privilege the records will be not be assigned to the user. Further, check whether the user's capacity or the Max Work Items have reached their limit or not and also, if Consider Availability is Yes for that rule, then please check if the user is Available or not.
Yes, it is available for On-premise environment with 9.x version.
This is because of the limitation from Microsoft for On-premise instances. Users can make changes in OOB entities only from Classic UI and not through App.
This log gets generated when the record is already been picked by some other user or if there is any custom process that also assigns the record along with our Lead assignment process.
When installing our solution, it's crucial to address certain prerequisites beforehand to ensure a smooth deployment process. One of these prerequisites involves disabling the "Block Unmanaged Customizations" feature within the Power Platform administrator settings.
Because while configuring our solution, certain required unmanaged customization takes place, for which this setting needs to be turned OFF.
Below are the steps for the same:
To disable this feature, navigate to Power Platform Admin Center and Log in to the Power Platform Admin Center using your administrator credentials.
Navigate to Environments: Select the environment for which you want to disable the setting from the list of available environments.
Access Environment Settings: Within the selected environment, navigate to the "Settings" tab to access environment-specific configurations.
Access to Customization Settings: Navigate to “Product” dropdown & Click on “Features”.
Disable "Block Unmanaged Customizations": Locate the "Customization Settings" section and toggle the "Block Unmanaged Customizations" option to the "Disabled" position.
Save Changes: Once you've disabled the setting, don't forget to save your changes to apply the configuration to the environment.
For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting, the next step would be to
Another alternative is to use the feature for the same.
For further queries, reach out to us at
