Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
Curious if the appropriate flow would that if a request is reassigned all assigned and draft follow ups assigned to that contact are automatically reassigned?
this would leave any submitted forms with the originally owner, and would also leave any form assigned to another contact at the organization un touched.
That approach seem correct?
Debbie Mueller commented
For us as well. Another possibly safer option if that approach wouldn't work universally would be to have a dialog upon reassignment that lists all assigned and draft follow ups for the request and allow for reassignment at that point. It would at least save some clicks, as well as remind the admin that they might need to reassign forms.
That approach would work for us.