How can I reassign a task from an Auditor to another auditor without removing the primary auditor.
Let say there is 100 task for Auditor A, but he wont be able to finish it on time so Auditor C, or D would like to reassigned 50 task to themselves at once.
Thank you.
Qrew LegendCan you explain the mechanism by which you assign a task to an auditor? Are you filling out a user field, or is this a list user field type, or pulling in an auditor from a relationship?
It is pulling from a table called Assignment that is related as "Many Audits records belongs to one assignment"
The Assignment table has 4 fields which are System, Company Code, Auditor and a SystemCompanyCode field that was concatenate(Key Field of the table). For example
System: AZ1
CompanyCode: 1234
Auditor: John Doe
SystemCompanyCode: AZ1-1234
Qrew LegendI have an idea how to do this but before I respond I'm trying to clarify this
How can I reassign a task from an Auditor to another auditor without removing the primary auditor.
Can I offer a solution that would reassign those 50 tasks from one auditor to another?
Yes, you can offer a solution.
To clarify the question, John doe is initially assigned on a 100 task, where 50 task of Jane Smith would like to work on those task. But those task needs to be under the her name. (LastModifiedBy field) but the primary Auditor would also have their name on the task.
Let says I don't want to retain the Primary auditor. How would you do it?
Qrew LegendI would create a new field to calculate the new Key field. I would have the user Grid Edit the record to select a new auditor and the formula field should recalculate in Grid Edit. Then the user would copy paste from the formula field into the Key field using Grid Edit Copy Paste which can do multiple rows at once.
