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Redux Posts: 3
10/12/2022
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Is there a way to show the Change Assignment Form as a Flow Button? I have a situation that needs an Admin user to be able to change the assignment from an Action on the Form.
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david.gillespie@decisions.com Administrator Posts: 5
10/12/2022
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This can be done with a step located within "Integration -> Internal Services -> Assignment" called "ChangeAssignment".
This step can be run in a Form using the Sub Dialogue Button. However, this can only be used when Account IDs are mapped into the Accounts field. I'm assuming that you want your users to be able to do this by selecting an account by email address or another human-readable identifier. If this is the case, you are able to run a Fetch Entities within it to obtain the account with that address and use that ID for the step.
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jonaszhang Posts: 2
11/23/2022
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david.gillespie@decisions.com wrote:
This can be done with a step located within "Integration -> Internal Services -> Assignment" called "ChangeAssignment".
This step can be run in a Form using the Sub Dialogue Button. However, this can only be used when Account IDs are mapped into the Accounts field. I'm assuming that you want your users to be able to do this by selecting an account by email address or another human-readable identifier. If this is the case, you are able to run a Fetch Entities within it to obtain the account with that address and use that ID for the step.
Hey David, I used the gourplist and account list as the input, but I cannot get them from my form. its a configuration issue?
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