Multiple editable reports on the same page
I have a list of tasks that I can bring over individually into a report with a "Add Task" button. My issue is that I need to be able to do that for 12 individual months and have each report by month t...
Forum Discussion
Last questions; are you bringing in these Tasks (monthly) for ALL parent records; or only some? Would it be easier to pre-load an entire year's worth of Tasks when a parent-record is created; so you do not have to do a monthly update? If the parent-record no longer needs records; you can simply build an automation to trigger a purge of incomplete child-task records.