how to carry over description from task to task ?

prash4
Tera Expert

I have a requirement where in task1 user is filling description and close complete the task and description should carry over to the 2nd task and other subsequent tasks.

How can I achieve this, quick help would be really appreciated.

Thank you.

5 REPLIES 5

harshav
Tera Guru

You can do it through business rule, there should be relation that the task matches. Now you can add a condition on your after business rule (state changes to closed) and write a script to query the records that are not closed and update the description.

 

if you are implementing it in flow designer then add an action to look up records and add a condition request is same as the one you are in and order by the field created and update the first one you found.

Hi @harshav 

I have written a After insert or update Business rule.

 

 

it is not working as expected, could you please look at the code, suggest me some changes.

 

Thank you

Hi, unfortunately a screenshot of your code does not allow the community to review other than visually and it cannot be tested\evaluated. You state it is not working as expected, but do not indicate what exactly is wrong\what is not working and the results of your debugging.
What are you expecting to happen that does not?

 

You are using an if statement IE if (relatedTasls.next()) which means that only the last record matching your query will be returned and updated.
If you want to update all tasks that match your query you would need to loop though any records returned in the relatedTasks object IE while(relatedTasks.next())

 

Tony Chatfield1
Kilo Patron

Hi, what exactly do you mean by carry over?
Any solution will be 100% dependent on how the subsequent tasks are created and their relationship to the first\initial task, and unfortunately your post contains no clear details of your configuration.
Perhaps you could update this thread with this information and relevant details, existing BR, flow/workflow etc.