Assign owner actions in workflows
Greetings,
Previously, in Bigin, you could assign owners by updating the appropriate field. However, this method only allowed you to choose one owner at a time. To enhance this process, we've introduced a new Assign Owner action, which enables you to select an owner based on roles, users, and user fields. Owners are then assigned using a round-robin approach.
To assign an owner, navigate to Setup > Workflows > Provide the necessary details and criteria > Actions > Assign Owners.
You can assign an owner for the current record or any lookup records associated with it. Additionally, you can use user-defined lookup fields to assign owners.
You can assign owners dynamically based on merge fields by choosing the User Fields option. All records assignments are made on a round-robin basis.
You can assign an owner for the current record or any lookup records associated with it. Additionally, you can use user-defined lookup fields to assign owners.
You can assign owners dynamically based on merge fields by choosing the User Fields option. All records assignments are made on a round-robin basis.
You can also notify owners of new assignments via email.
Notes
- You can choose multiple users at once, and all of them will be assigned on a round-robin basis.
- The Assign Owner action is available in the Pipelines, Companies, Contacts, Tasks, and Events modules.
Availability:
This feature is available in Free, Express, Premier, and Zoho One subscriptions.
To learn more about Assign Owner action and other actions, please refer to this help document.
That's all for this enhancement. We sincerely hope you find them useful. Please give them a try and provide us with feedback in the comments section below. Watch this space for future announcements.
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saishree T K
Sticky Posts
Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile versionAnnouncing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines
Hello Everyone! Recently we've rolled out early access for Team Pipelines - Bigin's next major leap to transform and unify customer operations for small businesses. One constant feedback we've received from our early adopters is that once a record reaches
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー