Create a workbin

Series: Set up work automation

Previous suggested step: Create custom attributes for work automation

Next suggested step: Define a worktype

PrerequisitesClick to expand

Note: Permission changes can take a few minutes to take effect.

The following permissions

Workitems > Workbin > Add, Delete, Edit, View
Workitems > Worktype > Add, Delete, Edit, View
Workitems > Status > Add, Delete, Edit, View
Workitems > Workitem > Add, Delete, Edit, View
Workitems > Workitem Schema > Add, Delete, Edit, View

To access the List View:

Workitems > queryJob > All Permissions, Add, View
Workitems > queryJobResults > All Permissions, View

To set up rules:

Workitems > flowRuleOnCreate > Add, Delete, Edit, View
Workitems > flowRuleOnAttributeChange > Add, Delete, Edit, View

Workbins are asynchronous storage areas that belong to a division. If workitems do not automatically route, agents can access the workbin and assign themselves a workitem. For more information, see Work with workitems.

Note: You can create a workbin as you create a new worktype as well.

Click Admin.
Under Work Automation, click Workbin. The workbin dashboard opens.
Click Create New Workbin.
Enter the following details:
1. Name: A unique name.
2. Description: A description that describes the nature of workitems in the workbin.
3. Division: Select the division to which the workbin must belong. Once set, you cannot change the division of a workbin.
Click Save.

Note: You can only delete workbins that do not contain any workitems; however, you cannot delete the default workbin of a worktype. You can create a maximum of 1000 workbins per organization.

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