AgileApps Support Wiki Pre Release

Transfer Ownership for a Group of Records

From AgileApps Support Wiki
Revision as of 22:10, 8 July 2015 by imported>Aeric (Text replace - 'Cases Object' to 'Cases object')

These actions let you assign or claim ownership of multiple records at one time.
They are available in the Cases object and the Tasks Object.

To change ownership of multiple records:

  1. In a View, click Checkbox(es) to select individual records
    A pop-up appears showing the number of selected records and the object name.
  2. Click the object name to display the list of additional actions, as shown here:
    MoreActions.png
  3. Select one of the options.
    • Claim - A confirmation dialog appears.
    • Assign Owner - Choose the new owner.
  4. Click [Ok] to complete the action