How do I Associate Tasks with a Contract Record?

[Jordan Humphre1]

I am trying to bring in the Contract Management plugin to our environment. As part of our evaluation, I have been asked to see if it's possible to associate "tasks" with a contract record? Basically, we want a set of pre-assigned tasks to be completed in their entirety BEFORE the contract can be submitted to the contract owner (approver) for apporval.

In addition, I want to take all of the attachments from those tasks and somehow copy them to the master contract record so they can be quickly located.

After that, I want to export the data (maybe through MID Servers?) to a folder on the network where they can be ingested to our organization's archival system.

Any suggestions on what I can do to get started on these items? I tried to see if any "Related Lists" existed for contract records out-of-box for Tasks but I did not see any.

Thanks!

[ralf_schnell · Accepted solution]

Hi Jordan,

basically, these are the steps I would use to implement this. This is by no means the only way to do it, but it would certainly work.

• Create a new table 'Contract Task' extending the task table
• Create a reference field to 'Contract' on the new table -> This will create your related list automatically for you
• Add the new 'Contract Task -> Contract' related list to your contract form
• Use Flow Designer (available from London onwards) to create your desired process (e.g. creating tasks and approval steps). Also, copying over attachments can be achieved through a flow.
• ALTERNATIVE: Use Execution Plans to create tasks and approval steps. Less functionality but maybe easier to administrate. Copying attachments in this case would be done through a Business Rule.
• Export: This one depends on your archiving system. If it supports REST or SOAP then use Flow Designer for this integration.

Hope this helps!

Kind regards

Ralf Schnell, Senior Platform Evangelist