Modify an assignment for multiple objects

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:

  1. 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.
  2. From the Action dropdown list, select Assign to.
  3. From the Role dropdown list, select the role for the users that you want to assign.
    The ribbon updates to include the objects you can assign for the role you selected.
  4. Optional: To see a list of the objects, expand the ribbon to see the full Bulk Actions basket. The State column indicates if the action you chose is possible on the related object.
    • Ready icon indicates the CCMS can process the object
    • Skippedicon indicates the CCMS cannot process the object, so skips it
  5. Click Continue.
    The Bulk Assign to dialog appears.
  6. If there are existing assignments, choose one of the following actions:
    • Replace any existing assignments for the role with the new assignment
    • Leave all existing assignments for the role unchanged
    Note: 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.
  7. Create the new assignment by setting the following:
    ItemRequired action
    Assign users

    From the Users dropdown 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 dropdown 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 Calendar icon to select one.
    Set the assignment rules

    Select the assignment rule you want

  8. 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.