Auto Assigning People links the experts in your People Module with the item entry (Chapter, Committee, Hot Topic) they are assigned to so that when viewing one of those entries, a user is able to click on an person’s name and be directed to their bio and other details.
To Auto Assign People follow the below steps:
- Make sure their name is entered in both places exactly the same (in the Items Module & in the People Module). Example: Tom Jones in Items should be Tom Jones in People, not Thomas Jones or another variation.
- Click the ‘Auto Assign People’ option from the Action button (located in the Items Module).
- For any people who were unable to link up you receive a pop up that contains the link to an ‘Error Report’. Download the Excel report.
- On this error report you will see a tab for “Missing from People List” and a tab for “Missing from Items”. These are the people where whose names are not spelled exactly the same in each place or who are only listed in one place and not the other.
- Make any necessary changes in the appropriate module on the CMS.
- Once you have made any necessary changes, click the Auto Assign People button again.
- If an expert has linked successfully you will see their last name in the Assigned People column in the Items Module on the CMS.
Related Articles
Items (Hot Topics, Committees, Chapters) - Front End Visuals
Hot Topics: Enable users to engage in a 2-way conversation on your Hot Topics. Committees: Make it easy for your committee members to get their work done. Chapters: Give voice to your various chapters and other groups.
Items Handouts
To upload handouts to an item (Chapters, Committees, or Hot Topics), go to the Items module and click the orange + sign in the Handouts column. A pop up window will appear and within that window click the “Add New Handout” button. Handouts can be ...
Items Filter
The Items Filter is a way for users to sort the entries under the different sections (Chapters, Committees, or Hot Topics) by a specific term. To enter a filter category for an Item category, enter the term(s) in the Filter 1 field (on the Items ...
Forum - User Generated Topics
For the Forum functionality, app users can generate and post their own topics in which fellow users can then discuss within. For this functionality, the app administrator must create the main “topic” via the CMS along with the first “child” topic ...
Auto Assign Experts (Linking Experts to Hot Topics)
Auto Assigning Experts creates the circuit between the experts listed for the hot topic with their bio listings on the expert list in the app. To Auto Assign Experts follow the below steps: Make sure their name is entered in both places exactly the ...