General Description of the Feature
This feature deals with the development of a new administration and reassignment page, where the users can replace the Employee with another selected Employee on an entire group of selected Entities. This functionality is useful on cases where an employee and user of the system should be replaced. The system entities available for the employee replacement are:
- Business Partner / Contact Person: Replace the employee stored in the field “Sales Employee” for both entities.
- Inquiries: Replace the employee stored in the field “Assign To”.
- Tasks: Replace the employee stored in the field “Assign To”.
- Opportunities: Replace the employee stored in the field “Current Sales Person” only for the Active opportunities.
- Leads: Replace the employee stored in the field “Current Sales Person” only for the Active leads.
- Complaints: Replace the employee stored in the field “Assignee User Name” only for the Active complaints.
- Purchase Leads: Replace the employee stored in the field “Assigned Employee Name” only for the Active purchase leads.
- Activities: Replace the employee stored as Attend Employee for this activity only for the upcoming calendar activities.
The whole reassignment process will be an asynchronous task reassigning the selected entities one by one to the selected Employee. It will start when the user selects “Execute” and the initiator will be informed via notification when the reassignment task has finished.
When clicking on “Execute” in the Employee Replacement pop-up the system should validate if another task with the following info already exists:
- Status: In Progress
- Same combo of Old and New Employee
Results of the validation if another task with the same composition:
- Exists, an error should appear with the message: “Another reassignment with this composition is already in progress.”
- Does not exist, display the message: “Reassignment started”.
In the reassignment process the entities that will be included should follow the below rules:
- Belong / are assigned to the selected “Old Employee”.
- The entities with entity type: Opportunity, Lead, Purchase Lead, Complaint have status “Open”
- The entities with Entity Type: Activities have upcoming activity date.
When the Employee Replacement process is completed, the Initiator user should receive a bell notification informing him about it:
- with the message: “Reassignment process has finished”.
- On click, redirect the user into the “Results” grid-list.
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