Difference between revisions of "Assignment Panels - Why?"
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| − | Easily assign multiple users to multiple UTA records via the new Assignment Panels feature. For example, if you need to assign a set of reviewers to a set of applications, this feature gives you the ability to simultaneously search all users and UTA records (reviewers and applications) by leveraging your existing list views and search filters. Once selected, simply drag and drop them together to create an association between the required records. | + | |
| + | Easily assign multiple users to multiple UTA records via the new [[Assignment List View|Assignment Panels]] feature. For example, if you need to assign a set of reviewers to a set of applications, this feature gives you the ability to simultaneously search all users and UTA records (reviewers and applications) by leveraging your existing list views and search filters. Once selected, simply drag and drop them together to create an association between the required records.<br /> | ||
| + | <br /> | ||
| + | Coming in a future upgrade, this feature will be expanded to allow other record types to be associated as well (for example: organizations to level 1s or users/organizations to level 2s and 3s). | ||
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| Click [[here]] for an overview on this enhancement. | | Click [[here]] for an overview on this enhancement. | ||
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| − | [[Category: | + | [[Category:Universal Tracking Application]][[Category:Applications]][[Category:Contacts]] |
Latest revision as of 15:20, 31 August 2016
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This article will explain why this feature is a benefit to your organization. |
Easily assign multiple users to multiple UTA records via the new Assignment Panels feature. For example, if you need to assign a set of reviewers to a set of applications, this feature gives you the ability to simultaneously search all users and UTA records (reviewers and applications) by leveraging your existing list views and search filters. Once selected, simply drag and drop them together to create an association between the required records.
Coming in a future upgrade, this feature will be expanded to allow other record types to be associated as well (for example: organizations to level 1s or users/organizations to level 2s and 3s).
