Geopointe

Enable Change Ownership in Geopointe Assignment Plans

Setting an Assignment Plan to re-assign the record owner is quite easy. First, go to Geopointe Setup | Assignment Plans

Either edit an existing or create a new Assignment Plan.

You need to ensure two things are in place:
1. Each assignment area needs the User filled in.
2. The Reassign Owner checkbox is checked.



Once both are done, Save your plan. Back on the main Assignment Plans tab, make sure to Activate the plan and click the Run Assignment Plan link next to your Plan.

Updating an Old Plan

If you are adding ownership reassignment to an existing, active plan, you have an additional step to ensure the change sticks.

1. Deactivate the plan. Wait for any current Assignment Plan jobs to complete (check on the Batch Jobs tab; it is possible there aren't any running).

2. Re-Activate the plan, and then click Run Assignment Plan.