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
- Navigate to TargetX Builder
- Select Group Assignment
- Edit the group where the user needs to be removed
- Click the Members tab
- Remove the appropriate user from the Member list.
- Save your changes.
Step 2: Navigate to the Assignment Groups (v2) tab
- Click the Assignment Group that needs an update.
- Click the Related tab.
- Click each Group Member and set the Records Owned field to 0.
- 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):
- Navigate to Setup and search for Tabs.
- Select New.
- From the Object list, select Assignment Groups (v2).
- Select a Tab Style.
- Select Next.
- Under Add to Profiles, select which Profiles should display the new tab.
- Select Next.
- Under Add to Custom Apps, select the application where you want to include the new tab.
- Select Save.
Update Assignment Groups (v2) Page Layout:
- Navigate to Setup and search for Object Manager.
- Select the Assignment Group (v2) object.
- Click Page Layouts.
- Click the Assignment Group Layout and add all available fields.
- Click Related Lists.
- Add the Assignment Group member (v2) Related List.
- Click the Wrench icon and add the fields: Group Member and Records Owned.
- Save your changes.
Update the Assignment Group Member (v2) page layout:
- Navigate to Setup and search for Object Manager.
- Select the Assignment Group Member (v2) object.
- Click Page Layouts.
- Click the Assignment Group Member Layout and add all available fields.
- Save your changes.
Add the new tab to the Group Assignment APP:
- Navigate to Setup and search for App Manager.
- Click to Edit the Group Assignment App.
- In the Choose the tabs section, add the following tab:
- Assignment Groups (v2)
- Save your changes.
Step 3: For each contact that WAS assigned to the user that is leaving
- Navigate to the Contact/Student tab.
- Locate each Student where the Owner = the user leaving.
You can create a new View to filter the Owner = <name of the user leaving>
- Check and then Uncheck the Group Assignment Override field.
- Save your changes.
This will cause the system to 'round robin' all the user's previously Assigned Students equally to the Current Group members.