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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,

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6 replies

Naveen Boga
Captain II
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  • Captain II
  • 3381 replies
  • March 4, 2022

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

 

I’m missing something?

 


SveumE
Freshman I
  • Author
  • Freshman I
  • 2 replies
  • 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
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  • Acumatica Community Manager
  • 2640 replies
  • April 25, 2022

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


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  • Acumatica Support Team
  • 785 replies
  • Answer
  • 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
  • Author
  • Freshman I
  • 2 replies
  • April 26, 2022

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


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

@SveumE you are most welcome!


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