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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to assign multiple...
Service | Customer Service, Contact Center, Fie...
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How to assign multiple Grid Records to Me or user/Team on home level just like we assign single record by using OOB Assign button

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Posted on by Yasaswini Uppala 30

Hello all,

In Customer Service, we can assign a single incident record to our name or other user/Team by using OOB Assign button. But I cannot use the same button on the home level to select multiple Grid records and assign them to my name or any other user or Team.

Can anyone suggest if I can achieve below functionality with custom Assign button?

1. Select Multiple records of Grid.

2.Click on Custom Assign Button.

3.Display a form with look-up field just like we have for OOB Assign(I want it to work on UCI) and on click of Assign, records should assign.

Thanks in advance for your help on this!

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to assign multiple Grid Records to Me or user/Team on home level just like we assign single record by using OOB Assign button

    Hello,

    You can check my posts that describe approaches you can use to design dialogs in new UCI:

    butenko.pro/.../

    butenko.pro/.../

  • Yasaswini Uppala Profile Picture
    Yasaswini Uppala 30 on at
    RE: How to assign multiple Grid Records to Me or user/Team on home level just like we assign single record by using OOB Assign button

    Hello Bipin,

    Thanks for the solution!

    I have a Home button and I am clicking it after selecting multiple grid records and my html web page is getting opened with 3 fields on it drop down, text field and a look-up. My Look-up field is not working on UCI as we have implemented a dialog for it and with this approach I can't assign my functionality. I want to replace this dialog with something else which works.

    Can you please help me on this?

    Thanks!

  • Bipin D365 Profile Picture
    Bipin D365 28,981 Moderator on at
    RE: How to assign multiple Grid Records to Me or user/Team on home level just like we assign single record by using OOB Assign button

    Hi,

    OOB Assign button works for multiple records at a time. When you select multiple records from home page Assign button should be visible and you will be able to do what you are intend to do.

    Please mark my answer verified if i were helpful

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