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Auto populate owner field for an Activity?

4 years ago
Mar 4, 2022 3:41 PM UTC
6 replies
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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

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,

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Naveen Boga
Captain II
4 years ago
Mar 4, 2022 4:55 PM UTC

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

I’m missing something?

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Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/

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SveumE
Author
Freshman I
4 years ago
Mar 4, 2022 5:06 PM UTC

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?

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Thanks! Evan

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Chris Hackett
Acumatica Community Manager
4 years ago
Apr 25, 2022 8:55 PM UTC

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

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Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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vkumar
Acumatica Support Team
Answer
4 years ago
Apr 26, 2022 1:43 AM UTC

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.