Customer Forum

Assigned to selection list

External Posted: 2012-09-06 14:56

 What is the criteria for employees being listed in the 'assigned to' selection list? I assumed it was a capablity that they had to have to allow them to feature in this list however I cannot find it. I do not want all team members to feature here.


Workbooks Support Posted: Sun, 09.09.2012 - 18:42

The Assigned to dropdown picklist shows all your Workbooks users.  In addition, it will show any queues that you've set up for the particular record type you have open. So unfortunately you won't be able to limit this list to a subset of your users. If you could provide more background to what you're trying to achieve, we'd be happy to advise accordingly.