Assign To Me

Custom Quick-Assign Button for Archer

Have you ever wished for a simple “Assign to Me” button in Archer, without the hassle of opening the User/Group picker? While triaging records, we found ourselves doing this more than 10 times a day—so we built a magic button to streamline the process. Even better, this button is fully customizable to meet your unique business needs.

Here’s what it can do:

• Assign to Me: Instantly assigns the currently logged-in user to a User/Group field by replacing any existing value.
• Add Me: Instantly adds the currently logged-in user to a User/Group field without removing the existing users.
• Assign to My Manager – Uses organizational data from the Contacts or User Profile application to fetch and assign your manager.
• Assign to My Direct Report – Automatically retrieves and assigns your direct reports based on your org structure.
• Custom Value Injection – Supports Text, Date, Numeric, and Cross-Reference fields to quickly insert predefined values.
• Cross-Application Data Retrieval – Fetch and populate values from related records, similar to Record Autofill. See the link here.

This button isn’t just convenient—it opens the door to powerful automation tailored exactly to your workflows.

Video Demo: