How to add task workflow with approval and assignment ?

[yandp]

Hi all, 

I have an existing custom application.

there is requirement to add a additional related document to the record.

thing of using task document, as it is optional only when the record need additional action/approval then this "task" will be created.

Requirement:

- The task document should have a task type choice field 

- when new task record record submitted, update a "flag" in main records indicate task in progress

- inherited the main record link for ref.

- be able to listed as related list in main record

- with approval workflow

- with assignment features

- when the task record completed update the main record "flag" to completed.

is that possible that i use a "task" function for above?

by the way, can a task use/share for multiple applications or each application need to have it own task ?

Any advice will be much appreciated, Thank you so much.

[Dan O Connor]

@yandp  Yeah you can use Task. I'd suggest creating a new table in your scoped app extending from Task.

If you are using Flow Designer, simply create a Flow that manages this process, by creating a Task when it's needed. I normally use Flow Designer to manage the process flows in my apps. 

In the new Task table, you can add the parent field, and when you create the task in the Flow, it will be effectively a child record of the parent. Which will let you render it on a related list etc.