The Assign action enables you to easily assign a list item to a parent, unassign a list item, or assign an item to display against more than one parent. Assign Only enables you to assign list items to a parent, but not unassign items that have already been assigned.
List items can only have one parent. However, as Assign and Assign Only use numbered lists, you can assign the display name for a list item to more than one list.
You can use the Assign and Assign Only action to assign:
- People to projects
- Products to customers
- Products to promotions
- Accounts and territories to sales reps
You can use Assign Only to add an extra layer of security. For example, an approver might not want another user to remove items from a list that they've previously approved. You can grant the approver access to an Assign action and restrict access for users with other roles to an Assign Only action.
An Assign or Assign Only action requires a specific numbered list with at least one list-formatted property, and a parent hierarchy.
The list-formatted property and parent hierarchy can be either a normal hierarchical list or a numbered list.
Only workspace administrators can set up an Assign or Assign Only action. If you add an Assign or Assign Only action to a dashboard, anyone with the appropriate access can use the action.
Note: As a workspace administrator, you must ensure that users have the write-access to the numbered list they want to assign items to.
Suppose you want to assign sales reps to accounts across several countries.
Set up a numbered list, Sales reps, that has a list-formatted property, Display Name. Format the Display Name as your employee list, Employees. Select your Countries list as the parent hierarchy.
You can then create an Assign or Assign Only action, with the Employees-list-formatted display name property. The action enables users to assign sales reps to countries.
As the action uses a numbered list, you can assign sales reps to more than one country. Just select a different country and click the assign button to run the action again.
Learn how to: