Row Action: Take Ownership
This action is part of a Row Action Widget
The Take Ownership Action is used when you have multiple end users logging in and working with data on your workflow, and you need a way to allow the user to "take ownership" of a record so that they can work on it without their work overlapping with another users work. The Take Ownership action provides an easy way to do this.
This action is typically used on a screen showing all of the new, unassigned leads (the unassigned state can be determined by looking for an empty value in a field like 'Assigned AgentID' or similar custom field). One the currently logged in user takes ownership of a lead/record (and the 'Assigned AgentID' is updated to their [record_id]), these leads would then be available on another screen of their workflow, filtered by the currently logged in users 'Assigned AgentID'.
| Property | Description |
|---|---|
| Action Name | The action name |
|
Conflict Rule |
The conflict rule checks to see if the record has already been taken by another user. This is typically done by checking that a field in the record has already been set (e.g The agentID isNotEmpty). When this rule matches, the error message will be shown. |
| Conflict Error Message |
The error message to display when the conflict rule matches. |
| Remove Record Post Execution | Remove the record from the display post-execution |
| Refresh Page post action |
Refresh the entire page |
| Assignment Values | Click the Assignment Values button to open a new window where you can configure which fields in the record will be updated with the Current User variables. This has the effect of 'assigning' the record to the currently logged in user. |
Button Settings
Configure the button style and icon settings.
| Property | Description |
|---|---|
|
Use Button |
Check this box to use a button or leave it unchecked to use a text link |
| Button/Link Text | The text for the button or link |
| Button Color / Style | Select the Bootstrap style for the button. The exact color of the button will change based on the theme applied. For older themes, select the button color. |
|
Button Icon |
Click the browse button to browse the icon library and include an icon with your button |
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