Difference between revisions of "Record Actions"
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Revision as of 23:56, 13 August 2013
These actions let you assign or claim ownership of multiple records at one time.
They are available in the Cases object and the Tasks Object.
To change ownership of multiple records:
- In a View, click Checkbox(es) to select individual records
A pop-up appears showing the number of selected records and the object name. - Click the object name to display the list of additional actions, as shown here:
- Select one of the options.
- Claim - A confirmation dialog appears.
- Assign Owner - Choose the new owner.
- Click [Ok] to complete the action