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Automatically assign record after choosing "Pick" in Queue

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Posted on by kcpacker85

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Hello, I'm attempting to eliminate user clicks when choosing queue items out of a queue. The current OOTB way of assigning a queue item from a queue is you check the queue item, choose "Pick", and manually choose "Yes" to remove the item from the queue.

Is there any way to automate this process? What I am attempting to do is highlight my queue item, choose "Pick" and it automatically assigns the record to the user and removes the Queue item from the Queue without any other manual intervention or clicking.

step 1: Choose Pick

step 2: A backend process (or however it's done) automatically assigns the queue item to the user, and removes it from the queue without manually having to set option field from "No" to "Yes"

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Bipin D365 28,983 Moderator on at

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Hi,

You can easily achieve this with plugin. Please see below blog for the same -

xrmdynamicscrm.wordpress.com/.../

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Hi kcpacker85,

There is no OOTB way to do this. You could use plugin as Bipin Kumar said. As an another way, you could also use Robbin Workbench to achieve this by overriding Pick button's function, if you are familiar with it.

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kcpacker85 160 on at

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With using ribbon workbench, how do you manage to show the custom Pick button if only some of the queue items are selected (trying to do the default behavior of the original Pick button)?

I'm able to show it before items are selected, but once items are selected the custom button disappears. Can this be accomplished with a custom display or enable rule?

Thanks

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Hi kcpacker85,

Yes, you could create a enable rule with a SelectionCountRule whose Minimum is 1. Please refer to this blog:

Show Ribbon button only on record selection in Dynamics CRM | D365 Demystified

In your case, you could just clone the original Pick button and modify it's command.(Please backup your solution first) Please refer to this:

Move a button from one tab to another – Ribbon Workbench for Dynamics CRM/365 & Power Platform (uservoice.com)

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kcpacker85 160 on at

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Bipin Kumar Thank you for the plugin steps. I've gotten it working per your instructions but it's not doing everything I was hoping it would do. It automatically remove it w/o having to click 'Yes'. But is there any way to eliminate that popup dialog message all together? What I'm hoping is a user Picks the queue item w/o that popup message and it's automatically removed from the queue.

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