Assign From Request List

[Day Riley]

I'd find it really beneficial if you were able to assign jobs directly from the request list page, effectively making the 'Owner' column act as a drop down box, so you don't need to go into the job to assign it.

[Adrian Simpkins]

Hi Day, you can do this using the multi select function on the request list - if you select a number of Incidents, or Service Requests you should see the multi function tool appear, then you can use this to assign multiple jobs or single jobs from here so wasn't sure if this would help you achieve the above:

Select as above then you see the multi function box appear as above:

Clicking on the multi tool launches below, then you need to select the Person icon to assign

Many thanks

[Steven Boardman]

Hi Dan 

There are options to perform action from the request list

Select one or multiple request, and a new option appears on the action bar

You can then:

* Re-assign

* Update

* Resolve

* Priority 

* Cancel

 

Hope that helps

[Day Riley]

Thanks for pointing this out, I didn't realise that was there!

[Cassie]

I only have the ability to assign the request, not of the other options such as cancel, resolve show. Is there a setting to be changed anywhere to make these visible?

[Steven Boardman]

@Cassie do the tickets you have selected have a team assigned too them? if you use the assign option do the other options then show for you?

[Cassie]

They all have either a team or an owner

[Steven Boardman]

@Cassie this is strange - I can only replicate this if the tickets in the list are not assigned to a team or owner, if they are the options should appear.

In order to get this looked into further (and to ensure i am not missing something obvious), i would suggest getting this logged with support, so they can assist directly - https://www.hornbill.com/support

 

[Steve Giller]

12 hours ago, Cassie said:

I only have the ability to assign the request, not of the other options such as cancel, resolve show. Is there a setting to be changed anywhere to make these visible?

Cancel will only show if you have the rights to cancel on all of the Requests you have multi-selected.

Resolve and Escalate do not appear if any Request in the multi-select are On Hold.

As far as I'm aware, Update will always be available.

[Cassie]

I have now resolved with the help of @DanielRi it was apparently due to an experimental setting not being enabled. 

P.S you should up rank me