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Difference between revisions of "Record Actions"

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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]].
In the sidebar, while viewing a record, click '''Actions''' to reveal a list of additional actions that can be taken on the record.
<noinclude>__NOTOC__</noinclude>
<blockquote>
===Claim===
This option appears for any record that does not currently have a [[Record Owner]].


==About More Actions==
===Assign to Owner===
:*User-created [[Custom Form Actions]], containing custom Components, Pages or JavaScript
Use this option to select a [[User]] as the owner of the record.


To select the records you want to modify:
===Assign to Team===
#In a View, click Checkbox(es) to select individual records<br>A pop-up appears showing the object name.
Use this option to assign the record to a [[Team]].
# Click object name to display the list of additional actions, as shown here:
#: [[File:MoreActions.png]]
#Select one of the options.<br>A confirmation dialog appears.
#Click'''[Ok]''' to complete the action


==Transfer==
===Delete===
{{:Transfer Ownership for a Group of Records}}
If you permissions permit it, you can use this option to delete a record, automatically moving it to the [[Recycle Bin]], where it is held for 30 days.
:''Learn more:'' [[Delete Records]]
 
===Print===
Use this option to produce a formatted version of record data, either in a new window or in a Word, PowerPoint, or PDF file, depending on the type of template.
:''Learn more:'' [[Print a Record]]
 
===Merge Records===
This option appears for Cases. Use it to eliminate duplication by merging two records into one.
:''Learn more:'' [[Case Merge]]
 
===Complete===
This option appears for [[Tasks]]. Use it to mark a Task as completed.
===Macros===
[[Macros]] defined for this object appear here.
</blockquote>

Latest revision as of 22:34, 15 September 2015

In the sidebar, while viewing a record, click Actions to reveal a list of additional actions that can be taken on the record.

Claim

This option appears for any record that does not currently have a Record Owner.

Assign to Owner

Use this option to select a User as the owner of the record.

Assign to Team

Use this option to assign the record to a Team.

Delete

If you permissions permit it, you can use this option to delete a record, automatically moving it to the Recycle Bin, where it is held for 30 days.

Learn more: Delete Records

Print

Use this option to produce a formatted version of record data, either in a new window or in a Word, PowerPoint, or PDF file, depending on the type of template.

Learn more: Print a Record

Merge Records

This option appears for Cases. Use it to eliminate duplication by merging two records into one.

Learn more: Case Merge

Complete

This option appears for Tasks. Use it to mark a Task as completed.

Macros

Macros defined for this object appear here.

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