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How do I change the 'Responsible Contractor' field on a submittal?

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Background

If you or someone accidentally set the responsible contractor on a submittal as the wrong contractor from your Directory, you may have noticed that once you choose the responsible contractor and set the "Received From" field, you cannot edit the "Responsible Contractor" field. This is because the users in the drop-down menu of the "Received From" field is contingent upon which contracting company you selected in the "Responsible Contractor" field. 

Answer

Before you can change the 'Responsible Contractor' field on a submittal, you must first set the 'Received from' field to blank. Once you do this, the Responsible Contractor field will turn into a drop-down menu that you can use to select a different contractor.



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Last modified
09:17, 12 Aug 2016

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