What is the best way to auto-create tasks (each with different layout) on a Change Record?
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06-17-2016 01:32 PM
When my user creates a change request I want it to be pre-populated with change tasks.
Each Task will have different fields on it depending on what the task is for.
What is the best way to do this? I tried using an Execution plan but if I change a task it's changing all tasks.
How do I create specific kinds of tasks and yet have them auto-populated with the Change is created?
Thanks !

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06-17-2016 02:25 PM
Good luck Kristin. Stuck with those guiding principles!

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06-17-2016 02:26 PM
Thanks Kristin for your feedback.
I like it " One of my guiding principles is absolutely no customization (configuration only) unless you have a really really good business case so I'll find a way"