Subtasks within a custom task record?
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05-29-2024 03:12 AM
HI,
I've built a custom task table for user feedback. When a user submits a suggestion through a record producer, a task record is created on this new feedback table. A process group member can then manage and assign these tasks. Is it possible to add a section to the original task record (created from the user's form submission) where the process group member can add multiple "child" tasks? These "child" tasks would be the steps needed to complete the original task. Additionally, can we make it so that the original task cannot be closed until all the "child" tasks are completed?
Thank you!

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05-29-2024 03:56 AM
You've got a few options:
- A simple related list where a process user can create child tasks
- An embedded list that provides an inline-feel and offers the same functionality of a related list.
- A checklist if you don't need all the functionality a task record offers
For the closure prevention, you'd use an before business rule to check for open child tasks and abort the closure if records are found