To create custom queues

  1. Create a custom object.

  2. Create Custom fields (text fields) in the object to have the queue label (which is used to point out the queue) and other fields to have any other possible details about the queue (If required):
    In the use case a field “Test Level” is created and a value  “Level 1” is specified.

  3. Make the custom object available to Intelligent Approvals via a custom setting.
  4. From Setup, go to Develop > Custom Settings and click Manage for Approval Systems Properties. Click Edit and enter the name of the custom objects you will use with custom assignees in UI Custom Assignee Object Types.

  5. The Approval Systems Property must include the API name of the custom object.
  6. Create a test queue. The highlighted configurations (Send Email to Members and Approval Request (Installed Package Apttus Approvals Management)) are required for queue members to receive emails and for approvals to be redirected to the queue.

  7. Create records for the custom object:
    Populate the custom text field with Queue label.

  8. Create an approval process and steps.

  9. During the approval step, while assigning the approvers, select the object created as a custom object, the text field where the queue label is Custom Field, and the custom filter expression has the formula that picks up the queue. Expect the formula below after configuring:

    Custom_Test_Queue__c(Test_Level__c='Level 1').Test_Text_Queue__c