Disabling Inactive Record Assignment

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There may be times where inactive records are intentionally sitting in your connected queues, and you want to make sure they don’t get assigned to users. There are a few ways you can handle this.

Disable by Object

Available in Version 2.10 and up

You can disable the assignment of inactive records on an object-by-object basis by following these steps:

  1. Navigate to the Kubaru Console and click into the Settings tab.
  2. In the Object Settings section, select your object and click Edit.
  3. If you haven’t already, you will need to define which status values are considered active in the Active [Object Name] Status Values field.
  4. Check Do Not Assign Inactive [Object Name] and click Save.

Disable by Router

Available in Version 1.14 and up

Follow these steps to disable inactive record assignments for some routers while allowing it for others:

  1. Navigate to a Kubaru Router, scroll down to Distribution Filters, and click Manage Filters.
  2. In a filter row, select your status field for that object, and not equal to as the Operator.
  3. In the Value field enter your list of inactive status values separated by commas; e.g. “Closed, Rejected, Unknown”.
    1. Note: the comma operates as “or” notation when using positive operators (e.g. equals), or “and” notation for negative ones (e.g. not equal to).
  4. Click Save.
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