Congratulations on installing JB Case Scheduler. If you ran a new install, make sure to follow these steps to configure JB Case Scheduler. Make sure the user who performs the setup is a system administrator + all users have Flow user checked in the user details.
The installation is done, congratulations. Now you can proceed to test scheduling a case. Should you run into any trouble or have questions on the functionality, please refer to our frequently asked questions or contact us.
Optional steps:
JB Case Scheduler added several fields to the case object. Depending on your use case you might consider adding them to the page lay-out or list views you use:
- Schedule Reason – Stores the reason why this case was scheduled, in case the agent provided this during scheduling
- Scheduler name – This stores the name of the agent that schduled the case
- Follow up Datetime – This is the date and time the case is scheduled to be reactivated
- Follow Up Active – Boolean field indicating if the case is scheduled for reactivation/follow up
- Follow Up Owner Name – The name of the person or queue that will be the owner of the case after reactivation
- Follow Up OwnerId – The ID of the person or queue that will be the owner of the case after reactivation