Change Ownership

Good to Know

Owner field is a special field and cannot be changed using the Update Entity shape.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil.
On the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil, drag the Change Ownership AgileShape, and drop it on the process template.
To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Properties for This AgileShape

Field Name	Definition
EntityId	Definition: This should be the ID of the desired entity record. This value is usually a dynamic value.
EntityName	Definition: Select the entity type. This can be a static or dynamic value
NewOwner	Definition: This can be any of these: If OwnerType property is set to User then it can be either CRM Domain Logon Name (domainname) or User (systemuserid). If OwnerType property is set to Team then it must be the Team ID.(teamid)
OwnerType	Definition: This can be either User or Team

Common AgilePart Properties

This AgilePart inherits the following common properties. For more information, see AgilePart - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Name, (UID), Description, Debug, Audit Level, SessionMode, Wait All Incoming, AssemblyName, ClassName, Method, Optimizing, Activity Entry Message (Email), Task Completed Message (Email), ConfigureAttachments, Reference URL, ExceptionHandlerScope, SaveErrorMessageTo, SaveStatusTo, Configure Yammer Credentials, Retries, HandleException

BPMN Properties

Each AgileShape includes a set of BPMN properties. For more information, see Adding or Modifying BPMN Properties for an AgileShape.

Common AgilePart Tasks

Collapse/Expand Shape

Right-clicking the shape brings up the Collapse menu action. Clicking it collapses the shape to a small circle. Right-clicking a collapsed shape shows the Expand menu item, restoring the shape to its original form.

Use Collapse shape to minimize the visual effect of steps in the process which are not of any interest to the Business User.

Add/Remove Timer

Right-clicking the shape brings up the Add Timer menu action. Clicking it adds a timer to the shape, allowing the process modeler to add an alternative route out of the shape when the configured Time Span times out.

Right-clicking a shape with a Timer shows a Remove Timer menu action, which would remove the timer from the shape.