Workload Settings

On This Page

These settings control how workloads are calculated for users. They are found by expanding the Admin tab in the navigation menu, clicking Settings, and clicking Object Settings.

Below is an overview of these settings:

SETTINGDESCRIPTION
Status FieldIndicates which field is used to determine a record’s status. You can select any standard or custom picklist field.
Active Status ValuesSelect which picklist value(s) from the Status Field should be associated with active records. This impacts several features, including Do Not Assign Inactive RecordsLoad Balancing, and Workload Capacity.
Unworked Status ValuesSelect which picklist value(s) from the Status Field should be associated with unworked records. This impacts the Reassignment feature.
Rejected Status ValuesSelect which picklist value(s) from the Status Field should be associated with rejected records. This impacts the Automatic Reimbursement feature.
Workload Value FieldSelect a numeric field to be used for workload calculations. The selected field will be referenced by routers that have Workload Evaluation Method set to “Total Active Workload Value”. This is useful if you want to calculate different workloads for records based on their complexity. See Workload Evaluation Method for more information.
Calculate Workloads in Real TimeAllows user workloads to be recalculated immediately as records are created and edited. See Calculate Workloads in Real Time for more information.
Was this article helpful?

On This Page