Define a task relationship allowed from the task relationship type record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Define the Task Relationships Allowed from the Task Relationship Type record.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Task Relationships > Relationship Types.
    2. Select a Task Relationship Type record.
    3. In the Task Relationship Allowed related list, select New.
    4. Populate the parent and child tables to define which tables are able to accept the relationship.
    5. Optional: Define scripts to run in the Parent and Child script fields.

      These scripts are run when a parent or child record is run to automatically generate the other task (child or parent). These scripts use the current value of the new record, as opposed to the source record which triggered the script.

    6. Select Submit.