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kheatley's avatar
kheatley
Qrew Member
29 days ago

Changing/setting record owner

I'm running tests on my app and am working on user/approver access.  So far I have been the only tester but soon the approvers will be testing but I would like them to be able to test on test records already created.  

DB summary:  Leaves request db for faculty where single request (Leave Requests table) is approved by multiple (7) approver (Approver List table).  When leave request is submitted pipeline creates 7 decision records for each approver with status of "pending" in Request Decision table as well as also creating same 7 records in Decision Status Changes table (log of decisions).  

Currently all records have me as record owner.  When app goes live it will have faculty as leave request owners, and would like all decisions records, in either Request Decision table or Decision Status Changes table) be owned by the specific approver user.  

I can see it is possible to create a pipeline to change ownership for future records, but currently I'm trying to change ownership of current test records and am not able to access the option in my more menu in the old version.  I even filtered the report by a specific approver's username.  See screenshot that shows no menu option.  

Any ideas on what I'm doing wrong or missing?

  • If you edit a single record at the time, you should see an option at the very bottom of the form (in edit mode) to change the owner. At least that's an option on Legacy forms. I'm not seeing that option on New Style forms, so if you are using new forms you would probably have to make a legacy mini-form and walk down the records one by one in edit mode to change the owner.

  • If you edit a single record at the time, you should see an option at the very bottom of the form (in edit mode) to change the owner. At least that's an option on Legacy forms. I'm not seeing that option on New Style forms, so if you are using new forms you would probably have to make a legacy mini-form and walk down the records one by one in edit mode to change the owner.