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Question

Need to create a ""Tickets by agent and priority"" dashboard/report (basically a queue)

  • June 7, 2017
  • 0 replies
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I've been asked to create a report to control what agents are doing and what each of their queues looks like. 

The report should have the agents' names as the column headings and rows should be priority (1-15).

The data in the report should be the heading of the corresponding ticket. There is a table containing all the tickets. Once the ticket is completed, it should move out of the queue.

Any ideas how to do this?

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This will not be possible to do in native Quick Base.

My suggestion is to have separate reports by Agent and have a link to a Dashboard with all your Agent reports. You get to have 3 reports across the page and quite a few rows of reports.

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  • June 7, 2017
>This will not be possible to do in native Quick Base. 

Come on Man (#ComeOnMan), QuickBase can do anything now that we have Service Workers. We could create a new API_NotBePossibleToDoInNativeQuickBase and pick some parameters to pass that define the tables, queries, fields etc involved in the task and then just calculate and return the response through a Service Worker.

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  • June 8, 2017
You could make this with a summary report, but rather than having the text of the 'item' you would have the number of items in that category.  Then they can click to see the details (even beyond the heading)