Filter for active and current assignments

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When you clone or mass update assignments if a single user has more than one assignment to the same role at the same node—inactive (past) or future assignments as well as a current (active) one—the update may error out. Add criteria to filter out inactive and future assignments to update relevant active assignments and prevent this error.

  1. Clone or mass update coverage assignments.

  2. In the Criteria section, click Add Condition twice:

    1. Filter out inactive (past) assignments: Select Assignments.End Date is greater than MM/DD/YYY (current date)

    2. Filter out future assignments: Select Assignments.Start Date is less than MM/DD/YYY (future date)