Sych between project tasks in SPM and order tasks in SOMT

snehapatel — Thu, 11 Sep 2025 15:31:15 GMT

Hi,

I am creating project oversight in SPM from the order in OMT. I understand that whenever the order tasks gets updated, the respective project tasks also gets updated. My requirement is to update the order tasks whenever there is an update to project task like notes, status etc. gets updated. How can this be achieved?

Thanks,

Sneha

Re: Sych between project tasks in SPM and order tasks in SOMT

miftikhar20 — Thu, 11 Sep 2025 15:55:59 GMT

Hi @snehapatel ,

To update Order Tasks when Project Tasks change (e.g., notes, status):

Business Rule on pm_project_task: Trigger on update of key fields, locate the related Order Task, and update the necessary fields.
Flow Designer: Use a Record Updated trigger to look up the linked Order Task and map the updates.
Important: Be careful to prevent infinite loops by controlling when the sync logic runs (e.g., add conditions or flags).

Since there’s no native bi-directional sync, this approach is generally the way to go. requirement.

Useful References:

Thanks & Regards,
Muhammad Iftikhar
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question Sych between project tasks in SPM and order tasks in SOMT in SPM forum

Sych between project tasks in SPM and order tasks in SOMT

Re: Sych between project tasks in SPM and order tasks in SOMT