Project Templates - Copy fields from parent project to created project tasks from template
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11-13-2024 08:48 AM
When applying a project template to a project record, we would like it if the End Customer on the project record would copy to any generated project tasks.
We have a before business rule to set the End Customer on a project task whenever the project task is inserted/updated and the End Customer field is empty. Business rules do not execute when a template is applied, however. Looking for ideas to ensure this value gets populated.
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