Creating a Checklist
Hi! My team is moving towards defining projects by t-shirt size (s, m, l). I'd like to create a checklist for each sized project for the project owner. The applicable checklist would populate based...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendYou can set up a Table called T-Shirt Sizes (make three records) with a child table of Std T-Shirt Tasks. One T-Shirt Size has many T-Shirt Size Tasks.
Then you will have a relationship where One Project has Many Tasks.
Then set up an Automation, that when a Project is Added, to copy the Std T-Shirt Tasks where the T-Shirt Size equals the T-Shirt size of the project (the Trigger record). Be sure to map the Related Project to source from the [Record ID#] of the Trigger record so you don't create orphans.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
Then you will have a relationship where One Project has Many Tasks.
Then set up an Automation, that when a Project is Added, to copy the Std T-Shirt Tasks where the T-Shirt Size equals the T-Shirt size of the project (the Trigger record). Be sure to map the Related Project to source from the [Record ID#] of the Trigger record so you don't create orphans.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
Thank you Mark! It worked!
------------------------------
Clarice Dennison
------------------------------
------------------------------
Clarice Dennison
------------------------------