Viewing Request Assignments

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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You view request assignments with Requests | Request Assignments. The list does not show requests that are closed or void. The window contains the following:

Assigned to: Click this heading to sort the list by assignee name. Click again to reverse the order (from ascending to descending or vice versa).

The list includes a special entry named *Unassigned. This is associated with any requests that do not have assignees.

Request Current State History State: Click this heading to sort the list by request state. Click again to reverse the order.

Request Current State History Status: Click this heading to sort the list by request status code. Click again to reverse the order.

Request Subject: Click this heading to sort the list by request subject. Click again to reverse the order.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Request area: Information about the selected request.

Assignee area: Information about the selected request assignee.

New Request Assignment: Opens a window to create a new request assignment.

Edit: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.

Delete: Deletes the record that's currently selected.

Print: Opens a window for printing request assignment information. For more information, see Requests by Assignee Report.

Search: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The Search button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

Refresh: Updates the list to reflect any recent changes.

For more information on request assignments, see Assigning Someone to a Request. For general information on table viewers, see Using Table Viewers.

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