Agiloft - How to mass replace the current Internal Contract Owner with new Owner

Agiloft - How to mass replace the current Internal Contract Owner with new Owner


  Agiloft - How to mass replace Internal Contract Owner and transfer all the documents they own to a new person


The field Internal Contract Owner, you need to search for all the records where Internal Contract Owner = the employee that’s left, then select them all and mass edit the Internal Contract Owner field, selecting the new owner. 

Select all Found records

Then Click on Mass Edit

Tick the Internal Contract Owner field and next

Search for the new person/owner by clicking on the mirror icon

This page will open. Type the new person’s name Go click Select

It will add the new person to the Internal Contract Owner field

Lastly click Finish with below option ticked. It should run through and update all records replacing the previous owner with new person

When changing the Contract Owner, you don’t need to tick Run Rules, but can always leave the Update Defaults checked so it updates the date/time of the edit and the person making the edit.

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