{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","settings":"","results":{"codes":[]},"params":[]},"next":{"description":"","pages":[]},"title":"Automatically assign observations to contacts","type":"basic","slug":"auto-assign-observations","excerpt":"","body":"You can set rules on project level to automatically assign observations to specific contacts, based on the observation category.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/287f2a1-auto_assign.png\",\n        \"auto assign.png\",\n        1060,\n        197,\n        \"#333\"\n      ]\n    }\n  ]\n}\n[/block]\nExample: in my project, every observation for the category electricity should be assigned to Dave Lewis. \n\n* Category: write down the category name (or a part of the name)\n* Contact details: select the contact(s) that should be automatically assigned to the observations of the category above\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/90ca1e4-auto_assign_pattern.png\",\n        \"auto assign pattern.png\",\n        1200,\n        632,\n        \"#333\"\n      ]\n    }\n  ]\n}\n[/block]\n\nAdd, edit, or remove as many patterns as you like:\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/806af2a-auto_assign_pattern_edit_add.png\",\n        \"auto assign pattern edit add.png\",\n        1192,\n        387,\n        \"#333\"\n      ]\n    }\n  ]\n}\n[/block]\n\nNext step - start adding new observations:\n\n* **in the online account**: the selected contacts are automatically assigned when creating a new observation\n* **in the app**: the assignees will be added automatically *after the report or To Do list has been synced to the online account.*\n\n\nHappy ArchiSnapping!\n\nQuestions? Contact us at [support:::at:::archisnapper.com](mailto:[email protected])","updates":[],"order":999,"isReference":false,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"5f758aa796eaf0006cab4e99","createdAt":"2020-10-01T07:52:07.963Z","user":"54870d54f907080b00fc49cd","category":{"sync":{"isSync":false,"url":""},"pages":[],"title":"More features","slug":"more-features","order":1,"from_sync":false,"reference":false,"_id":"583e9d764ced340f00b05a5c","project":"54870ea47810260b001c36ab","version":"54870ea57810260b001c36ae","createdAt":"2016-11-30T09:35:50.177Z","__v":0},"version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":false,"is_hidden":false,"is_deprecated":false,"categories":["54870ea57810260b001c36af","5487116f7810260b001c36b5","548711797810260b001c36b6","548711807810260b001c36b7","548713127810260b001c36bd","548713247810260b001c36be","548713aa7810260b001c36c0","548713c2f907080b00fc49d5","548713eef907080b00fc49d9","54871a0db3441a1f00f20d78","54871b15b3441a1f00f20d7e","54871cbeb3441a1f00f20d87","548817fac178b40b00aa2eec","558a6dd975eaf50d004e4bf5","558a6e37dbe5b63700f8d1fe","56795d8c07bf6a0d0083ee9e","583e9d764ced340f00b05a5c","5d1f3f70b4648901728803b7","5d22f7db4c9e14005111e34f","5d22fa62a541770012a07464"],"_id":"54870ea57810260b001c36ae","createdAt":"2014-12-09T15:00:53.237Z","project":"54870ea47810260b001c36ab","releaseDate":"2014-12-09T15:00:53.237Z","__v":20},"project":"54870ea47810260b001c36ab","__v":0}

Automatically assign observations to contacts


You can set rules on project level to automatically assign observations to specific contacts, based on the observation category. [block:image] { "images": [ { "image": [ "https://files.readme.io/287f2a1-auto_assign.png", "auto assign.png", 1060, 197, "#333" ] } ] } [/block] Example: in my project, every observation for the category electricity should be assigned to Dave Lewis. * Category: write down the category name (or a part of the name) * Contact details: select the contact(s) that should be automatically assigned to the observations of the category above [block:image] { "images": [ { "image": [ "https://files.readme.io/90ca1e4-auto_assign_pattern.png", "auto assign pattern.png", 1200, 632, "#333" ] } ] } [/block] Add, edit, or remove as many patterns as you like: [block:image] { "images": [ { "image": [ "https://files.readme.io/806af2a-auto_assign_pattern_edit_add.png", "auto assign pattern edit add.png", 1192, 387, "#333" ] } ] } [/block] Next step - start adding new observations: * **in the online account**: the selected contacts are automatically assigned when creating a new observation * **in the app**: the assignees will be added automatically *after the report or To Do list has been synced to the online account.* Happy ArchiSnapping! Questions? Contact us at [[email protected]](mailto:[email protected])