Project management

Nilesh2
Tera Expert

How to copy project tasks and attach it to an existing project using a catalog item and update record ?2

4 REPLIES 4

Mike_R
Kilo Patron
Kilo Patron

Any reason why it needs to be through a catalog item?

stark hh
Tera Contributor

 

Hello!

1. If you have this Catalog item in a particular workflow, you can have a run script to update whatever values you need. or you can check if the workflow is feasible to add the run script.

or

2. Write a business rule with the code to update records and set the condition for the particular cat item (and other conditions if needed, ex : approval = approved) 

 

 

anishsasi
Tera Contributor

I would say if you have a feasibility to export as a XML (copy) of your project task and update record. 

Nilesh2
Tera Expert

As per customer requirement they wants to create project using service they are providing. also need approval from manager . I have created this customization using copy project api . now they wants to attach some exiting project tasks at the time of requesting any service .