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This enhancement The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of many objects (user/like users, organizations/, Level 1, Level 2, or 3Level 3s) , to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
This examples are possible with ===Options===: New Assignment Type options include::: '''[[Display Order]]''' - Determines the order that the field will be displayed on Assignment Types page list.:: '''Assignment Name''' - Specifies the name of assignment type being created.:: '''Description''' - Definition and general description of the assignment type.:: '''View Roles''' - Specify the user roles able to view the assignment type feature. :: '''Assign''' - Specify the type of object that will be assigned.:: '''Assign As''' - Specify the type of objects that objects will be assigned to.:: '''Trigger Workflow''' - Add a checkmark if this enhancementassignment task will trigger a workflow.:: '''Run Template Formula''' - Add a checkmark if this assignment task run a template formula.
* Attach reviewers ==Assigning the Objects to Level 1, 2, or 3sObjects==[[Image:Assignment_List_View_Illustrated.gif|Link=|700px]]<br />* Attach organizations ''This image illustrates how Objects are assigned to Level 1,other system objects. The above animation is 11sec long and will repeat 2times, or 3srefresh the browser to repeat.''<br /><br />[[Image:Assignment List View Icon.png|link=|350px]]<br />* Attach a level 1,2 or 3 to a 1, 2, or 3s''The assignment list view icon illustrated (Above)'''<br />
→Removing Objects from the Sections
==Overview==
==ExamplesConfiguring the Assignment List View=====Add an Assignment Type===To begin assigning users and to UTA objects, an assignment type must first be added.# Choose the desired UTA, click on the '''Settings''' icon.# Navigate to the Level One.# In the Level One Provider settings, click on the '''Assignment List View Settings''' hyperlink.# The '''Assignment Types''' page is displayed.# Click on the '''+''' New Assignment Type icon.# Complete the New Assignment Type page.# Click '''Save'''.
# Navigate to the UTA where you've added the New Assignment Type. If this step has not been completed please see the section '''Add an Assignment Type'''.
# From the navigation bar click on the '''Assignment List View''' icon.
# The '''Assignment List View''' page is displayed. This page is comprised of two list views arranged side to side. The list view on the left displays users. The list view on the right displays level 1's. The assignment type(s) that where configured in the previous section will appear in the '''Assignments''' drop down box. The Assigned Role drop down box allows the selection of specific roles.
# Assign Users and Level One's by dragging and dropping each user and Level One to the sections titled '''Drag Users Here''' and '''Drag Level One Here'''.
# Click on the '''Continue''' button
# The Confirm Assignment lightbox is displayed. This page summarizes that assignments were requested.
# Click on the '''Assign''' button to complete the assignment.
==Navigating to Removing Objects from the FeatureSections==* An Assignment List View Button has been added to # To remove multiple objects from the action bars of UTAs, contactssections titled '''Drag Users Here''' and '''Drag Level One Here''', click on the button in the corner and organization list views. ==Details==* The user picks the object to objects will be assigned to somethingremoved from that section. This could be users, organizations, Level 1s, 2s, or 3s[[Image:AssignmentLVRemove. png|link==Illustrated==|500px]]<br />
==Notes==
: Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
<!-- 35842 - Assignment List View -->==Also See==[[Category:UnderConstructionUniversal Tracking Application]][[Category:Applications]][[Category:Contacts]]
