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Configuring Group Assignment to redistribute students to existing users when a user leaves

Note: This should not to be used if you want to replace the person leaving. These steps will redistribute students to the remaining users.

Step 1: Remove the User that has left the Assignment Group

  1. Navigate to TargetX Builder
  2. Select Group Assignment
  3. Edit the group where the user needs to be removed
  4. Click the Members tab
  5. Remove the appropriate user from the Member list.
  6. Save your changes.

Step 2: Navigate to the Assignment Groups (v2) tab

  1. Click the Assignment Group that needs an update.
  2. Click the Related tab.
  3. Click each Group Member and set the Records Owned field to 0.
  4. Save your changes.

If you don't see the Assignment Groups (v2) tab, follow the steps below and then complete Step 2:

Create Tab for Assignment Groups (v2):

  1. Navigate to Setup and search for Tabs.
  2. Select New.
  3. From the Object list, select Assignment Groups (v2).
  4. Select a Tab Style.
  5. Select Next.
  6. Under Add to Profiles, select which Profiles should display the new tab.
  7. Select Next.
  8. Under Add to Custom Apps, select the application where you want to include the new tab.
  9. Select Save.

Update Assignment Groups  (v2) Page Layout: 

  1. Navigate to Setup and search for Object Manager.
  2. Select the Assignment Group (v2) object.
  3. Click Page Layouts.
  4. Click the Assignment Group Layout and add all available fields.
  5. Click Related Lists.
  6. Add the Assignment Group member (v2) Related List.
    1. Click the Wrench icon and add the fields: Group Member and Records Owned.
  7. Save your changes.

Update the Assignment Group Member (v2) page layout:

  1. Navigate to Setup and search for Object Manager.
  2. Select the Assignment Group Member (v2) object.
  3. Click Page Layouts.
  4. Click the Assignment Group Member Layout and add all available fields.
  5. Save your changes.

Add the new tab to the Group Assignment APP:

  1. Navigate to Setup and search for App Manager.
  2. Click to Edit the Group Assignment App.
  3. In the Choose the tabs section, add the following tab: 
    • Assignment Groups (v2)
  4. Save your changes.

Step 3: For each contact that WAS assigned to the user that is leaving

  1. Navigate to the Contact/Student tab.
  2. Locate each Student where the Owner = the user leaving.

You can create a new View to filter the Owner = <name of the user leaving>

  1. Check and then Uncheck the Group Assignment Override field.
  2. Save your changes.

This will cause the system to 'round robin' all the user's previously Assigned Students equally to the Current Group members.

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