Hello community. We’re using 3 custom doctypes which are “Fin Customer”, “Fin Customer’s Documents”, “Fin Customer’s Loans”.
When we assign from Fin Customer to one of our accountants, accountant isn’t able to see Fin Customer’s Loans or Documents. How can we auto assign the same accountant to those 2 documents once Fin Customer has an assignee?
You must be right. I’ve added _assign and owner fields and able to get the user infos out, and I’ve tried working with Auto Assignment Rule, but can’t figure it out.
I’d greatly appreciate any type of script that might do the job