Enabling Record Assignment on a New Entity

This topic outlines the steps required to enable the record assignment framework for a new entity. Once enabled, you can assign records using the built-in functionality provided by the record assignment framework.

Administrators must perform the following steps:

Note: To enable record assignment for the To Do entity, you need to perform steps 2 to 4 of this procedure as the To Do entity already has the Assignment Status field.

  1. Login to https://make.powerapps.com/, and select the required environment, navigate to the required entity, and create a new field, Assignment Status, which can be set to one of the following values:

    • Pending Assignment
    • Assignment Complete
    • Locked Assignment

    Note: Set the default value for the Assignment Status field as Pending Assignment.

  2. In the Default Configuration page, update the Record Assignment Entities field by appending the logical name of the new entity and the logical name of the Assignment Status field using the format, <Logical Name of the Entity>#@<Logical Name of the "Assignment Status" field>.

    Example: cmc_SuccessPlan#@new_assignment

    Where, cmc_SuccessPlan is the logical name of the new entity (SuccessPlan) and new_assignment is the logical name of the field added to the SuccessPlan entity,

    For more information, on the Record Assignment Entities field, see Default Configurations.

  3. Create a one-many relationship with the Assignment History entity, where the new entity is on the one side of the relationship.
  4. In the CMC – Azure Functions security role, read and write privileges must be enabled for the new entity added to the record assignment framework.