2,004
edits
Changes
no edit summary
==Feature Overview==
The '''Assignment List View''' feature adds the ability to assign many objects records to many objectsrecords. 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 drag-and click-drop. Once fully implemented, this enhancement will enable the assignment of many objects record types (like users, organizations, Level 1, Level 2, Level 3s), to many objectsother record types. Phase one of this enhancement (April 2016 Upgrade) adds the ability to attach one or many contacts to Level 1s.
[[Image:Assignment_List_View_Illustrated.gif|link=|750px]]<br />
''Illustration of the assigning users to a level 1 using the Assignment Panel (above). This illustration is 11 sec. seconds and will repeat twice.''<br />
To begin assigning users to UTA objects, an assignment type must first be added.
# Choose the desired UTA, click on the '''Settings''' icon.
# Navigate to the Level One1.# In the Level One 1 Properties section, click on the '''Assignment List View Settings''' hyperlink.
# The '''Assignment Types''' page is displayed.
# Click on the '''+''' New Assignment Type icon.
===New Assignment Type Options===
* Display Order - Enables you to control where this Assignment Type will be displayed in relation to other Assignment Types on the Assignment Types page.
* Assignment Name - Enter the The name of the assignment type.
* Description - Enter a description for the assignment type.
* View Roles - Specify the which user roles with will have the ability to view this assignment type.
* Assign - Select the Object/Record type that will be included in this assignment. Only contacts are enabled during phase 1.
* Assign As - Select the Object/Record type that the assigned Object/Record type will be assigned to. Only Level 1s are able to be assigned to during phase 1.
==Assigning the Users to UTA Level 1's==
# 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 Select the navigation bar click Level 1 tab.# Click on the '''Assignment List View''' iconfrom the top navigation bar.
# 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 1s by dragging and dropping each user and Level One 1 to the sections titled '''Drag Users Here''' and '''Drag Level One 1 Here'''.
# Click on the '''Continue''' button
# The Confirm Assignment lightbox is displayed. This page summarizes displays a summary of the assignments that assignments were requested.# Click on the '''Assign''' button to complete the assignmentassignments.
==Notes==
