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05-21-2020 01:32 PM
I have a requirement for the change tasks on a normal change to be generated in a order. I don't see anywhere that you can place an order on the tasks from the Change Task Workflow. I attempted to create an execution plan. See attached but tasks still generated out of order. Is there anything else I can try to get them in order that my boss is requesting?
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Change Management

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05-22-2020 05:46 AM
Hi,
1. The ideal solution for this requirement would be to create Change Task 2 after the completion of Change Task 1, and Change Task 3 after the completion of Change Task 2 and so on. So this would follow a sequential flow.
You can make use of the "Wait for Completion" field on the "Create Task" activity in your workflow:
2. If you want your all of your change tasks to be created in parallel, then you need an identifier to understand what tasks must be worked on first.
You can set the "Order" field on the change tasks, so Your Change task 1 will have an 'Order' of 100, your Change task 2 will have an 'Order' of 200 and so on.
So under the "Change Tasks" related list on change form, set the sort by on 'Order' column:
Set the sort as default in the Related list entry:

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05-21-2020 01:37 PM
you need to create workflow on change_request table and use create task workflow activity to create change task in your order.
Regards,
Sachin
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05-22-2020 05:20 AM

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05-22-2020 05:46 AM
Hi,
1. The ideal solution for this requirement would be to create Change Task 2 after the completion of Change Task 1, and Change Task 3 after the completion of Change Task 2 and so on. So this would follow a sequential flow.
You can make use of the "Wait for Completion" field on the "Create Task" activity in your workflow:
2. If you want your all of your change tasks to be created in parallel, then you need an identifier to understand what tasks must be worked on first.
You can set the "Order" field on the change tasks, so Your Change task 1 will have an 'Order' of 100, your Change task 2 will have an 'Order' of 200 and so on.
So under the "Change Tasks" related list on change form, set the sort by on 'Order' column:
Set the sort as default in the Related list entry:
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05-22-2020 07:33 AM
Thank you so much! This worked exactly how I wanted it to work!