Is it possible to have the owner field in an Activity auto populated? Is this a development only area?
Answer
Auto populate owner field for an Activity?
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
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,
+19Hi
I’m missing something?
Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
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
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
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,
VijayKumarU
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