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Auto task list - I'm sure I am over complicating it

  • 1.  Auto task list - I'm sure I am over complicating it

     
    Posted 05-30-2018 15:07
    I have a new process we are building an app to support. We have two different types of transactions. Each type of transaction will have it's own task list. How can I have the tasks auto populate based on the type of project selection from a drop down list?


  • 2.  RE: Auto task list - I'm sure I am over complicating it

    Silver
    Contributor
    Posted 05-30-2018 16:00
    You want to use the CopyMasterDetail feature with two different "template" parents and child Tasks.  This way you create the specific Tasks you want for a Transaction Parent from a designated Template list.  You will modify your CopyMasterDetail button to choose the parent-template based on the value selected in the drop down by the User.