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Steward Hub–Data Roles

note

If you want to know more about Custom Fields click here.

This module allows you to assign User Custom Fields (CFs) to objects. Many organizations assign responsibility for certain objects to specific employees, who ensure that the object is up to date and correct. This tool allows you to easily assign people to multiple objects at once.

Dashboards

Because there may be defined a few User Custom Fields, the first dashboard presents a coverage of assigning each CF to objects. The link on the right will navigate you to the specific CF dashboard.

Dashboard

This dashboard presents how many objects don't have assigned User CF, grouped by data source.

The Assign hyperlink will open the view with a list of unassigned objects filtered by data source and optionally object type.

CF dashboard

Assign Users to Objects

Linking view

This view shows objects without an assigned user. You can use the filters (1) to display only the objects you want. There are two options to assign a person to objects:

  • Bulk mode: Select objects (2) and click the Assign selected button (3). In the popup window, choose a user and save your changes.
  • Single mode: Click the cell in the column with the CF name and choose a value from the dropdown list.