Skip to main content
Solved

Auto populate owner field for an Activity?


SveumE
Freshman I

Is it possible to have the owner field in an Activity auto populated?   Is this a development only area?

Best answer by vkumar

SveumE wrote:

Hi Naveen!  Thanks for the reply!

When you created this activity in your example, where you logged in as Maxwell Baker?  If so, did Maxwell Baker automatically populate the Owner field… OR did you select in the menu that lists all Users?

 

Hi @SveumE 

The Owner populates if the logged on user has been set (or linked) as an employee. If logged on user is not set as an Employee, then the owner remains blank. The owner list reflects Employees. 

 

Hope this helps,

Regards,

View original
Did this topic help you find an answer to your question?

Naveen Boga
Captain II
Forum|alt.badge.img+19

Hi @SveumE  By default, Acumatica will populate the Owner field in the Activity screen (CR306010) right?

 

I’m missing something?

 


SveumE
Freshman I
  • Freshman I
  • March 4, 2022

Hi Naveen!  Thanks for the reply!

When you created this activity in your example, where you logged in as Maxwell Baker?  If so, did Maxwell Baker automatically populate the Owner field… OR did you select in the menu that lists all Users?

 


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • April 25, 2022

Hi ​​​@SveumE were you able to resolve your issue? Thank you!


Forum|alt.badge.img+11
  • Acumatica Support Team
  • April 26, 2022
SveumE wrote:

Hi Naveen!  Thanks for the reply!

When you created this activity in your example, where you logged in as Maxwell Baker?  If so, did Maxwell Baker automatically populate the Owner field… OR did you select in the menu that lists all Users?

 

Hi @SveumE 

The Owner populates if the logged on user has been set (or linked) as an employee. If logged on user is not set as an Employee, then the owner remains blank. The owner list reflects Employees. 

 

Hope this helps,

Regards,


SveumE
Freshman I
  • Freshman I
  • April 26, 2022

I thought this was the case.  Thank you for replying!


Forum|alt.badge.img+11
  • Acumatica Support Team
  • April 27, 2022

@SveumE you are most welcome!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings