Change Owner actions enable users to quickly reassign work items with a few clicks. When clicking the action, users are presented with a screen where they can search for a new queue or user owner as follows:
To create a 'Change Owner' action, follow these steps:
- Navigate to the ‘Message Actions’ Tab (Act On It Lightning App > Application Settings > Message Actions) and click ‘New’.
- Select the ‘Act On It Template’ Record Type and choose 'Change Owner' from the list of available Action Templates. Then, select 'Next'.
Configure your action button with the following details:
- Action Label: Provide a meaningful name for the action (e.g., ‘Change Case Owner', ‘Assign Task’, etc.). Customize the button further by selecting an icon from the ‘Icon Selection’ section.
- API Name: Choose a unique name for the action, without spaces or special characters (except underscores). This name helps distinguish between similar actions with a matching label.
- Is Active: If inactive, the button will be disabled for all new and existing messages.
- Is Available: If enabled, the Message Action will be visible in the Message Type Builder.
Click 'Next' to proceed.
- Choose a compatible data type and click "Save".
Your Message Action is now ready to be applied to any Message Type with a matching data type. Admins have control over which actions are accessible to users via their User Settings.
