Link a CHG record to a PRJTASJ/PRJ?

MBarrott
Mega Sage

The business would like to ensure that if a Project requires an IT change, then we can create a CHG ticket and associate the records.

I have seen that the CHG form has a Project Task Link related list. From what I can see, you create one and it makes a Project Task. This looks ideal but the entire form is read-only. This also prevents me from selecting a parent record so the empty PRJTASK record is just alone and not tied to a parent project.

Debugging is telling me this is all tied to an pm_project_task_link ACL rule that specifically states in the description "No user is allowed to write on pm_project_task_link records".

 

I didn't want to just disable or modify an ACL without confirming a few things:

1. Why is this entire record from read-only by default?
2. Is it not best practice to go this route to achieve the above business objective?
3. If it is best practice, does this task close out when the CHG record is also closed?

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