Using the Assigned To field - Revision history

Philip Lacey at 20:02, 9 November 2014

2014-11-09T20:02:24Z

Philip Lacey at 17:53, 8 September 2014

2014-09-08T17:53:29Z

Philip Lacey: Created page with "At the bottom of a form, there is the ability on an Outcome by Outcome basis to sue the Assigned To field. This field is used in conjunction with callbacks to create a Remin..."

2014-09-08T17:02:17Z

Created page with "At the bottom of a form, there is the ability on an Outcome by Outcome basis to sue the Assigned To field. This field is used in conjunction with callbacks to create a Remin..."

New page

At the bottom of a form, there is the ability on an Outcome by Outcome basis to sue the Assigned To field.

This field is used in conjunction with callbacks to create a Reminder for a record but have it allocated to someone else.

The system uses the Security Groups found in the Organogram in order to create the contents of the drop down list.

The drop down list will be blank if the current user is not found in one of the groups explicitly given.

So to set up the Assign To option correctly, a member can only assign to another if they are in a group. The Assign To will only be to other members in that group.

The engine does not traverse the security tree to allow for explicit groups to be listed and manage sensibly.

← Older revision		Revision as of 20:02, 9 November 2014
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	''Main Menu > Form Management > Form - Outcome Manager > Outcome - Edit > Choose your form > Choose your outcome > Callback - Reminder / Appointment > Has "Assigned To" = True and Has "Date/Time" for Callbacks = True.''		''Main Menu > Form Management > Form - Outcome Manager > Outcome - Edit > Choose your form > Choose your outcome > Callback - Reminder / Appointment > Has "Assigned To" = True and Has "Date/Time" for Callbacks = True.''
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		+	[[Category:Module Specific:Form Management]]
		+	[[Category:Module Specific:System Access Management]]

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-At the bottom of a form, there is the ability on an Outcome by Outcome basis to sue the Assigned To field.
+== Overview ==
-This field is used in conjunction with callbacks to create a Reminder for a record but have it allocated to someone else.
+At the bottom of a form, there is the ability on an outcome by outcome basis to use the "Assigned To" field.
@@ Line 11: / Line 14: @@
-So to set up the Assign To option correctly, a member can only assign to another if they are in a group.  The Assign To will only be to other members in that group.
+So to set up the Assign To option correctly, a member can only assign to another person for people in the same Security Group as themselves.
-The engine does not traverse the security tree to allow for explicit groups to be listed and manage sensibly.
+''Main Menu > Form Management > Form - Outcome Manager > Outcome - Edit > Choose your form > Choose your outcome > Callback - Reminder / Appointment > Has "Assigned To" = True and Has "Date/Time" for Callbacks = True.''