Forum Discussion

SidFontoura's avatar
SidFontoura
Qrew Member
10 months ago

Creating a form template that has some pre-selected tasks in it.

I am creating a work order.  I have the form set up, and it makes sense.

However, we have a series of tasks that are common; I want them to automatically be included in the form when the  new work order is created.

Tasks already have their own app (see bottom picture)



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Sid Fontoura
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1 Reply

  • I suggest having a table of standard tasks. These may be categorized by the Work Order Type.

    Then you would have a pipeline which would trigger when a new Work Order is created and it would search through the qualifying standard tasks for that Work Order Type  in on a For Each Loop, it would add a child task record to the Work Order which triggered the pipeline.  



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