Transfer Ownership for a Group of Records

From AgileApps Support Wiki
Revision as of 23:56, 13 August 2013 by imported>Aeric

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:

  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