Batch Owner re-assignment | Ideagen Community

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Batch Owner re-assignment

  • 5 December 2023
  • 1 reply
  • 104 views
M
Rank
Userlevel 2
Badge +2

Hi there, 

I am wondering if there is a way to change Document owners by batch, for example all Documents in certain Type to be assigned to a specific person? 

So far, I have only found you are able to change ownership if the person is no longer an active user but this does not seem to offer the ability to differentiate between Types/Subtypes or through advanced workload but that seems to be only for “actions” e.g. due review rather than actual ownership of the document. 

Would be grateful for your advice. 😊

 

Kind regards

Monika 

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Best answer by Samuel Brown 7 December 2023, 11:15

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1 reply

Samuel Brown
Rank
Userlevel 5
Badge +8

Hi @Monika Blinstrubyte,

I've had a chat with some of our people internally about your question, and it turns out that doing this in bulk does not seem possible. It looks like these changes will have to be tackled one document at a time.

The good news is, we've passed on your idea to our product team, as we think it’s great. While we can't promise it'll be added to the product, the team is definitely going to take a close look and review it.

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