Best Of

Hey @User_2Z9EN,

You can achieve this via Scheduled Workflow and a custom "Sales Rep" field on the Task record:

1. Create a custom "Sales Rep" field on the Task that will show the current Sales Rep on the related Quote.
2. Create a Scheduled Workflow to run on the Task record every 30 minutes / daily and set the "Assigned To" field value to the Sales Rep from #1.

Hi User_E6ME3

Happy that the solution works for you !

Just note that the field is a sourcing field from Saved Search without storing so the value can only view when you access the record and not able to report in saved search. Cheers !

Regards,
Wee Ming

Hi Wee Ming, thank you very much for your help on this, its a great solution as opposed to me trying to use a script. Many many thanks.

Hi @Venice Jane Lejos-Oracle

Thanks for the help.

Best regards,
Shubham Singh.

thanks

Mm, figures.

I'll go leave my vote. Thank you~!