Difference between revisions of "Transfer Ownership for a Group of Records"
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This feature offers a way to assign or claim ownership of multiple records at one time.<br>It is available in the [[Cases Object]] and the [[Tasks Object]]. | This feature offers a way to assign or claim ownership of multiple records at one time.<br>It is available in the [[Cases Object]] and the [[Tasks Object]]. | ||
To change ownership of multiple records: | '''To change ownership of multiple records:''' | ||
#In a View, click Checkbox(es) to select individual records<br>A pop-up appears showing the number of selected records and the object name. | #In a View, click Checkbox(es) to select individual records<br>A pop-up appears showing the number of selected records and the object name. | ||
# Click the object name to display the list of additional actions, as shown here: | # Click the object name to display the list of additional actions, as shown here: | ||
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#* '''Claim - ''' A confirmation dialog appears. | #* '''Claim - ''' A confirmation dialog appears. | ||
#* '''Assign Owner -''' Choose the new owner. | #* '''Assign Owner -''' Choose the new owner. | ||
#Click'''[Ok]''' to complete the action | #Click '''[Ok]''' to complete the action | ||
Revision as of 23:56, 13 August 2013
This feature offers a way to assign or claim ownership of multiple records at one time.
It is available in the Cases Object and the Tasks Object.
To change ownership of multiple records:
- In a View, click Checkbox(es) to select individual records
A pop-up appears showing the number of selected records and the object name. - Click the object name to display the list of additional actions, as shown here:
- Select one of the options.
- Claim - A confirmation dialog appears.
- Assign Owner - Choose the new owner.
- Click [Ok] to complete the action
