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I Am Out! The Out of Office Case Handler.
Today, Not Tomorrow!
- Business Need
- Customer Service
PTO / OOO Rules - When an agent goes on vacation or out of office, I'm Out! provides an easy way for the agent to say (a) I'm out and (2) all customer cases should get assigned to someone else.
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Useful but has problems
This does the job now but I had to do a few things to make sure it worked well for us. To fully set this up with minimal APEX editing I had to: 1. Follow the pdf admin setup guide (aka install for admins only and schedule the job in dev console) 2. Create a Global Action: search for Global Action in Setup > New Action > then Label = "Set OOO Case Coverage", Target Object = "Out of Office Log", Success Message = "Success! Any new or reopened cases will be reassigned during your leave." 3. Add the Global Action to the appropriate Publisher Layouts: search for Publisher Layout in Setup and create or edit the appropriate layouts. 4. Create a Validation Rule on Out of Office Log: go to Setup > Object Manager > Out of Office Log > Validation Rules > New. Rule Name = Person_taking_time_off_is_self. Condition Formula = Person_taking_time_off__c <> OwnerId. Error Message "You can only request coverage for yourself. If you need to request for someone else please contact the Salesforce Administrator." You can allow this by updating the APEX but I'm not that savvy so I opt for VR. 5. Update the APEX classes to fix typo and adjust CRON date in test APEX class: You need to do this in a sandbox and push it to prod. In the sandbox go to Setup > Installed Packages > I'm Out! The Out of Office Case Handler > View Components. Open both the Apex classes. In the UpdateCaseOwnersTestClass apex class edit it and update Line 6 to any future date. I chose to update it to public static "String CRON_EXP = '0 0 0 15 3 ? 2029';". Save. In the UpdateCaseOwners apex class edit line 28 to fix the typo in owner "Body='Case was re-assigned since owner of the case is out of office.',". Save. Move to prod via change sets or devops center. Hope this helps someone!
Can you please explain how to setup this app?
I did everything as instructed, but the Globle Action didn't show up. I understand that I have to set it up myself, but how?
Global Action not showing
I installed it following the guide, and I haven't been able to use it. The Global Action does not appear.
Installation Guide is outdated
Can this app still be installed? I used the installation guide and the link seems outdated. Is the app still compatible with the latest release?
Is this app not compatible with Performance edition?
Installed this app in our lower environment for testing and couldn't find "New OOO Request" under global actions menu. Is this app not compatible with Performance edition ? Please advice
You need to create the global action yourself and then add it to the Publisher Layouts. Also it looks only at OwnerID of the record, so you cant create OOO on behalf of others. So I changed the Apex Class where instead of looking at record Owner ID it looks at the Person taking time off field. Change: [SELECT Backup_Person__c, Person_taking_time_off__c & WHERE OwnerId = :OOOAgent.Person_taking_time_off__c Add this to line 45 and trigger it from developer console: @InvocableMethod(label='OOO Update case owner' description='Update case owner base on out of office' category='Case')
Case Out of Office
This was a great solution for a very basic use case. I had a customer that wanted to ensure that Re-Opened cases weren't owned by a person on annual leave. With this app we were able to reassign them to the appropriate back up person and this in turn ensured that their customers were serviced appropriately. Loved that it was so simplistic.
Out Of Office Case Handler
This allows you to re-assign your cases to another agent while your OOO. Is there a way for it to allow you to re-assign them to a queue and not just one specific individual? Thanks,Mike
Its not working
I created scheduled job and out of office request but still it is not changing the owner. What can be the reason of that ?
Can "Backup Person" be a queue?
How can we make the Backup Person field consider queues? Are there any workarounds to make this happen?
I need this for tasks.
I haven't used this product, but wanted to know if there was a way to adapt it to work with tasks. We don't use cases.
There is a typo on feeditem body and also change : c.OwnerId = OOOAgent.Backup_Person__c;