Discussions

Expand all | Collapse all

Import master detail record and assigning predecessors

  • 1.  Import master detail record and assigning predecessors

    Top
    Contributor
    Posted 05-07-2018 09:43

    So I have the following main tables set up:

    customers -< programmes -< projects -< sites -< tasks

    I've created two import master detail records to import tasks from a template record to an active record for project and site tables and will most likely end up with something like:

    programmes: 1 template
    projects: 1 template
    sites: x templates (to support standard tasks per service lines, ie. standardised deliveries)

    The import master detail works well but I would like to know if it's possible to assign predecessors across a set of project tasks and a set of site tasks.  For example;

    - imported project tasks could be (p1) start, (p2) deliver, (p3) close
    - imported site tasks could be (s1) order, (s2) deliver, (s3) install, (s4) test, (s5) complete

    During the import of the site tasks to a specific site is it possible always assign a predecessor tasks in the associated project?  In the example above, s1 should always have a predecessor of p2 (and if possible p3 should have a predecessor of s5).  This way the delivery section of the project is built from the sum of the site tasks.

    Any thoughts much appreciated!



  • 2.  RE: Import master detail record and assigning predecessors

    Top
    Contributor
    Posted 05-15-2018 09:46
    Just a nudge in case anyone has an idea


  • 3.  RE: Import master detail record and assigning predecessors

    Posted 05-15-2018 12:00
    Hmm. This would be a little work, but I think you could create a formula field on the Tasks table to return what the predecessor should be (via some combination of summary/lookup fields and logic), then use a webhook to set those values into an actual predecessor field.

    So if s1 should always have a predecessor of p2, you could pull the RID# of the p2 Task down (from the Project to the Site), then know what the predecessor should be for s1. Make sense?

    Not sure how this would work if a Project has multiple Sites, though...


  • 4.  RE: Import master detail record and assigning predecessors

    Top
    Contributor
    Posted 05-18-2018 08:46
    Dan, thanks for your response, appreciated.  I like the suggestion but yeah, for multiple sites I think I may be on the path to a headache here...I'll keep digging away but I think this may just be something that will have to be done manually (editing predecessor) or creating more options in the import master detail that incorporate the predecessors