Activity updating ownership

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Posted on by Community Member

There are a few activities which I need to update the owner of the record but they are in Completed status or Open. With completed, I cannot edit the record anymore.

Is there an easy way to update the owner for each of these activities? Workflows didn't have the option to update the owner.

E-mail
Letter
Phone Call
Survey Activity
Web Form Activity

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Jason M. Cosman 5,234 Moderator on at

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Hello Tekwise;

For updating the owner in a record for Workflows. It's actually called the assign command. So instead of selecting the action to update the record you'd select the "assign" option.

If the records are all under a user or two there is the ability to reassign all records from one user to another.

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Community Member on at

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Yes but are these activities workflows?

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Jason M. Cosman 5,234 Moderator on at

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Can't you select all of the activities you want then use the menu to use the assign command? these allow you to move closed activities over to another user.

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abhishek_255 1,614 on at

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Hello,

I think On demand workflow can help, in order to update ownership, use "Assign" Operation.

If my response helps you, please mark as "Verified" and helpful.

Best Regards,

Abhishek

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Community Member on at

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Abhishek - there's no ownership field in work flow.

Jason Cosman - thanks it works for only open records, how can I update closed ones without having to modify the record? Such as emails with Completed status

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Jason M. Cosman 5,234 Moderator on at

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Humm I'm a bit surprised by this TekWise. Inside of CRM 2015 on prem I have no issues reassigning closed records through the command Assign in the activities view; this is for any completed emails etc.

What does it say when you try to select a completed email and click assign?

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abhishek_255 1,614 on at

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Yes there is no ownership feild, my point was assign operation in workflow will update owner of the entity data. All you need to create a ondemand workflow, and add assign operation to it, activate and run on selected records where ownership needs to get changed.

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Community Member on at

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This is for CRM Online

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Community Member on at

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once activity is closed or cancelled, it is read only, you can't modify the records.

you to re-open the activity and then update the owner and closed it again.

If my response is helps you, please mark as "Verified"

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Community Member on at

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mn mak - how do you reopen the activity? Owner is read-only.

Can someone tell me how I can reopen activities?

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