Console Dashboard for custom object

This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the custom object. 

Accessing the selected custom object Dashboard:

1. To access the Custom Object Dashboard, start by clicking on the dropdown ‘Record Type’ and select the custom object located at the top right corner of the PowerRouter interface.

2. Once you've selected the desired custom object, the dashboard will display metrics specific to selected custom object records.
   
   
   

Date Filter:

The date filter, located in the top left corner, allows you to view selected custom object records routed within a particular time period. Click on the drop-down menu to select a date filter from the following options:

• Today: Displays the count of selected custom object records processed by PowerRouter on the current day.

• Yesterday: Shows the count of selected custom object records processed by PowerRouter on the previous day.

• This Week: Displays the count of selected custom object records processed by PowerRouter within the current week.

• Last Week: Shows the count of selected custom object records processed by PowerRouter in the previous week, within the last 7 and 14 days.

• This Month: Displays the count of selected custom object records processed by PowerRouter within the current month.

• Last Month: Shows the count of selected custom object records processed by PowerRouter in the previous month.

• This Quarter: Displays the count of selected custom object records processed by PowerRouter within the current quarter, encompassing the last 3 months.

• Last Quarter: Shows the count of selected custom object records processed by PowerRouter in the previous quarter.

Workflow Filter:

On the right side of the Date Filter, you'll find a Workflow Filter. By default, all workflows are selected, which means metrics for selected custom object records routed in all workflows are displayed. To view metrics for a specific selected custom object workflow, click on the dropdown menu and select the desired workflow.

Refresh Button:

Adjacent to the Workflow Filter, the Refresh button allows you to reload the dashboard console for the most up-to-date data.

Statistics:

The Statistics section, positioned prominently in the dashboard, provides a hub of metrics related to selected custom object records. Metrics include:

• Assignments: The number of selected custom object records assigned to the user.

Users:

The Users section presents user status in a Pie-Chart format, categorizing users into four sections:

• Active Users: The number of active PowerRouter users available for assignments.

• Users on Leave: The number of users currently on leave or holiday.

• Inactive Users: Count of Salesforce inactive or unlicensed users.

Assignment Distribution:

This section shows the number of assignments made within routing components of workflows. The pie charts are based on label values associated with routing components. By default, the chart displays the top 5 routing components with the most assignments. If there are equal assignments, random values are chosen.

Live Workflows:

This section lists all published workflows for various object types.

Clicking on "View" opens the workflow in View Mode, while "Track" opens the workflow in Track Mode. To view all workflows, click on "View All" to access the Published Workflow section of PowerRouter.

Assignment Details of Users:

This section provides details about users to whom assignments have been made. Information includes the table with the following factors:

• User Name and Role: Name of the user along with their role to whom records were assigned.

• Selected custom objects Assigned: Number of selected custom object assignments done to the users.

• Status: The live status of the assigned user, indicating whether the user is Active, On Holiday, or a Salesforce Inactive User.

Recent Assignments:

This section displays the top 200 assignments made within the selected workflow and duration in the form of a table showing information on Name, Assigned Reason, Assigned Date and Assigned To.

The PowerRouter dashboard for selected custom object Records offers a robust set of features to help you manage and monitor selected custom object records effectively. By understanding how to use the various filters, view statistics, explore user information, and manage assignments, you can optimize your selected custom object record management process.