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05-17-2024 10:08 AM - edited 05-17-2024 10:23 AM
we've a project table Pod Projects [u_pod_projects]. Now, we've a requirement "when new project is created, it should create certains no. of tasks on task table based on Project Stage field."
project stage -proposal : 2 tasks
project stage -run/depolyment : 3 tasks
project stage -release : 1 task
I've created workflow on u_pod_projects table. I've created added 'switch' for project stage field. Now, under projects table, I can't add Create Task action directly. So, created 3 workflows for each project stage on 'task' table.
-each workflow would create tasks on project_task table using field values.
Now, on new project creation, workflow is running and creating task under project_task table. I've added related list of project_task on project form. However, they are not showing up under related list on project form.
Do I need to write an advanced condition under workflow Create Task to get those project_task records in this related list or any other way? please suggest.
I've tried creating new project_task by clicking New button in the related list. It's adding that particular record in the list; however, not showing workflow-created tasks.
Thanks in Advance
@Ankur Bawiskar @Sagar Pagar @Anubhav Ritolia @Ratnakar7 @Eswar Chappa
Solved! Go to Solution.
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05-18-2024 05:31 AM
Hi @Snow_Hustler42 ,
I believe that task are not shown in the related list because that you prod project is not matched to any for the relationship ship which are present on the task table.
You just need to map you prod project to the relationship field of the task table.
Regards,
Pratap Singh Sisodia
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05-18-2024 05:31 AM
Hi @Snow_Hustler42 ,
I believe that task are not shown in the related list because that you prod project is not matched to any for the relationship ship which are present on the task table.
You just need to map you prod project to the relationship field of the task table.
Regards,
Pratap Singh Sisodia