Assigning a Custom Object Item
See AlsoPermissions Required
The Permissions you require will depend on whether you are working with a Global, Team, or Shared custom Object. For more information about Permissions, see Global Permissions and Team Level Permissions.
You can assign a Team-level <custom Object> to other Talisma Users who belong to the Team to which the selected <custom Object> belongs. To do so:
1. Using the Left pane, locate and select the required <custom Object>.
- OR -
Open the required <custom Object>.
2. From the <custom Object> menu, select Assign.
The Assign to dialog box is displayed. The Users list displays only those Users who belong to the Team in which the selected <custom Object> is created.
3. From the Users list, choose the User to whom you want to assign the <custom Object>.
4. Click OK.
The <custom Object> is assigned to the selected User.
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Note • If you are in the <custom Object> Table View, you can select multiple <custom Object> items, and assign them to the required User. When you select multiple <custom Object> items, all Users are listed in the Assign to dialog box. • After the <custom Object> item is assigned to another User, the assign Event is recorded in the History tab of the <custom Object> item. • At any given point in time, you can assign custom Object items only to one User. |