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What is the best way to auto-create tasks (each with different layout) on a Change Record?

frappe
Kilo Expert

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 !

11 REPLIES 11

Good luck Kristin. Stuck with those guiding principles!


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"