1. Modeling
  2. Build Models
  3. Actions
  4. Assign and Assign Only
  5. Set Up an Assign or Assign Only Action

As a workspace administrator, you can set up an Assign or Assign Only action so that users can assign list items to parents via a specific numbered list.

If you want users to be able to assign, unassign, and reassign items to a list, set up an Assign action.

If you only want users to assign items to a list, set up an Assign Only action.

Requirements

Only workspace administrators can set up an Assign and Assign Only actions.

Before you set up the action, ensure the list you want to assign items to:

  • Is a numbered list with at least one list-formatted property
  • Has a parent list

The list-formatted property and parent list can be normal hierarchical lists or numbered lists. However, they cannot be the Users list.

To enable users to filter the list of items to assign, create list properties and set them against the list items. You can then select these properties to use as filters from the Filter using drop-down list when you set up the action.

Filter by ancestor always displays, but you must assign a parent (ancestor) list to the Parent Hierarchy to enable users to filter by parent.

Set up an Assign or Assign Only action

Note: The button text you set for your action can be up to 60 characters long. A warning displays if you exceed that limit.

To set up an Assign or Assign Only action:

  1. In Model Settings > Actions, click New Action.
    A drop-down menu displays.
  2. Select Assign.
    The Assign dialog displays.
The Assign dialog. There are fields for Button text, Using list formatted property, and Filter using.
  1. Enter the name of the action as you would like it to display on the button in the Button text field.
  2. Select a list-formatted property from the Using list formatted property drop-down list.
  3. Optionally, select properties you want users to be able to filter the list by from the Filter using drop-down list.
    Your selections display as a filter for the numbered list in the Assign dialog.
  4. Click OK.
    The action displays under Other Actions.
  5. Select your new action and click View in the toolbar.
    A drop-down menu displays.
  6. Select Publish to Dashboard.
  7. Choose the dashboard on which to display the action.
    The dashboard you select opens in a new tab, and the action button displays.
An Assign Sales Reps button displays on a dashboard.