Closed dianamartin closed 5 years ago
@johnclary Might need your eyes on this
Was testing this out in Test environment, I think I needed to update a record rule. I tested it and it worked, so I'll be making the change.
Record Rule
Update this record
Budget Review
is not Assign to Reviewer
Budget Review
is not Approved
Set Assigned To
to a custom value ::blank::
@johnclary FYI:
Made the change in the Finance and Purchasing system. Called Van to let her know that the issued was corrected. I showed her how to "Reassign" the ones she already sent to the Process | Purchasing
queue. She was able to assign those ones too, but moving forward under Budget Review
the Assigned To
field will actually populate.
Van called letting me know that she's noticed that the "Assigned To" field under "Manage Purchasing>Process | Purchasing filter was missing. It's not being populated even when she's entering it.