Responsible for Calling

If the Callbacks module has been enabled on your site, this block is typically placed on a prescreen form to allow setting the person responsible for making a callback.

It updates the Perform By field on a callback record if one exists or can be created.

Notes

• This block needs to be before the Prescreen Status Block on the prescreen create form.
• The user selected in this block will not be saved unless a "Pending Callback ..." screening status is also selected.
• This block can create an assignment. Previously it would do nothing if run more than once, but will now end an existing callback assignment if one exists and create another one.

Configuration Options

• Create Assignment of Type Callback Assignment - this is optional, and is designed to show a matter on a user's Assignments list in addition to a callbacks list. NB: The assignment type is actually Responsible for Calling.
• Require Callback Assignment (not required on first page of intake).