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Reassigned multiple task

  • November 8, 2024
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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. 

MarkShnierYou
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Can 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?


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  • November 11, 2024

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

 


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  • November 11, 2024

Let says I don't want to retain the Primary auditor. How would you do it?


MarkShnierYou
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I 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.