Configuring Sidebar member query
- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Now Platform Capabilities
The Sidebar member query screen displays when you select View Settings from the Sidebar configuration screen. Configuring the query pre-populates the participants list on the Start a Sidebar discussion screen.
Before you begin
Role required: admin
Procedure
-
On the Sidebar configuring screen, select View settings.
The Sidebar Member Query screen displays.
-
Do one of the following:
- To edit an existing query, select the name of the query.
- To create a new query, select New.
-
Fill in the fields:
Field Description Name Name of the member query.
Active Indicates whether the query is activated.
Type From the drop-down list, select Pre-fill or Search. - Pre-fill: automatically select all members of the assignment group.
- Search: add members of the assignment group and no one else.
Order Order in which the routing condition for this queue is considered, in comparison to other queues.
Application Type of scoped application. Condition Mode Type of condition for routing work items in the query. From the drop-down list, select Advanced or Simple.- Simple: specify a routing condition using the condition builder.
- Advanced: specify a JavaScript scripted condition.
Condition table This field displays if you selected Simple for the Condition Mode. From the drop-down list, select the table.
Condition This field displays if you selected Simple for the Condition Mode. Use the Add Filter Condition and Add "OR" Clause buttons to create the condition for the query.
Condition Script This field displays if you selected Advanced for the Condition Mode. Enter a JavaScript script to build the query.
User Query Mode From the drop-down list, select Advanced or Simple.- Simple: Specify a routing condition using the condition builder.
- Advanced: Specify a JavaScript scripted condition.
User Query Condition This displays if you select Simple for the User Query Mode. Use the Add Filter Condition and Add "OR" Clause buttons to create the condition for the query.
User Query Script This displays if you select Advanced for the User Query Mode. You can specify a JavaScript script to build the query.
- Select Submit.