Child records not transferred

Posted by Rollbase User on 25-Oct-2010 21:35

I have an object named "Transfer" that transfers my "Client" record and it's child records ("Survey" and "Tasks"). When I try to transfer a Client record to another user, only the "Survey" child record is transferred. What could be causing the problem?

All Replies

Posted by Admin on 25-Oct-2010 22:15

Perhaps you need to transfer Tasks as well - they have relationships with User.

Posted by Admin on 26-Oct-2010 00:05

What I want to do is that I would only transfer my Client record and child records under it will automatically be transferred. I am wondering why the "Survey" child records are transferred automatically to the new owner while the "Tasks" records are not?

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