How to add 'Take Ownership' button on an Object's layout


Add 'Take Ownership' button to your Object's layout

User can own a record by pressing the 'Take Ownership' button on Object's (e.g., Leads, Case etc.) layout. Please follow the instructions below to add the 'Take Ownership' button to the object's layout.

  1. Go to Your Name | Setup
  2. In the search box, type the standard object you want to add Take Ownership button to. In case of a custom object, go to Setup | Objects and then select your custom object

  1. Select Page Layouts, which is under Object name (Lead in this example)

  1. Click Edit in Object Page Layout, on the right side of the page
  2. Click on the Buttons, on the next page in the Object Layout section
  3. Select and hold Take Ownership and drag down the page until you see a green part of the page

  1. You can drag & drop Take Ownership button on the layout now
  2. Click Save

Please contact us at support@ortooapps.com for any questions.

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