You can simultaneously assign multiple objects to a group of users.
Changing the assignment of multiple objects simultaneously requires the use of a
bulk action. To modify an assignment for multiple
objects:
-
For the objects that you want to assign, click the checkbox
beside its title.
The
Bulk Actions basket appears as a ribbon that dynamically
tallies the total number of objects you select.
Note: You can
have different types of objects in the Bulk Actions basket at the same time.
-
From the Action
drop-down list, select Assign to.
-
From the Role drop-down list, select
the role for the users that you want to assign.
The ribbon updates to show you how many of the objects can be assigned
for this role.
- (Optional):
To see a list of the objects, click the ribbon to expand it
for more details.
When the ribbon expands, you see the
full
Bulk Actions basket. The
State column indicates if the action you chose
is possible on the related object.
- indicates the CCMS can
process the object
- indicates the CCMS cannot
process the object
-
Click Continue.
The Bulk Assign to dialog
appears.
-
If there are existing assignments, choose how to handle them.
Some objects might already have users assigned to them with this role.
The
Bulk Assign to dialog shows the
number of objects with existing assignments. You can choose either of the
following ways to handle them:
- Replace any existing assignments for the role with the
new assignment
- Leave all existing assignments for the role
unchanged
-
Create the new assignment by setting the following:
Item | Required action |
---|
Assign users |
From the Users drop-down list, select the users you
want to add.
Tip: You can type in a name to
search for a user. If there are more than 250 users, some users might only
appear in the list when you search for them.
|
Add a comment |
(Optional) In the Comment field, add a comment for assigned users to
see. |
Set the assignment context map |
(Optional) From the Assignment Context Map drop-down list,
select the context map you want to use for the assignment. Note: If any of the objects in your
Bulk Actions basket are
not in the context map that you select, then those object are not
assigned during the bulk action. The software indicates if any
objects cannot be assigned with the context map. |
Set a due date |
(Optional) Either enter a date in yyyy/mm/dd
format or click to select one. |
Set the assignment rules |
Select the assignment rule you want
|
-
Click Assign to.
The objects are assigned, and the ribbon turns
green.Note: You can click New Action to perform another action on the same set of
objects.
If any objects failed to be assigned, the ribbon
turns red.