Forum Discussion

Kelly-AnnTainto's avatar
Kelly-AnnTainto
Qrew Cadet
22 hours ago

Need help with nesting statements for pipeline

I have two template tables that are related (Task template - parent and Subtask template - child).  Both of these tables have a multi-select field called Task Category which could list property purchase, business purchase, lease, ground lease, construction, property sale, business sale as some tasks apply to multiple types of transactions.   I also have the option of All if the task applies to any type of transaction.   A transaction can involve several options - for example we could purchase the property and construct a building, or we could purchase a property and lease to a tenant. Upon the trigger of the pipeline, the appropriate Tasks are copied from the Task Template table to the Task table based on matching criteria.   It works but I don't know how to add a 2nd step to also pull any tasks that are marked "All".   I've attempted to add it within this statement as well as using AND but it errors .  This is my current formula: 

{% set list = a.deal_task_category.split(';') %}
{% for item in list %}
{% if loop.last %}{9.HAS.'{{item}}'}
{% else %}
{9.HAS.'{{item}}'}OR{% endif %}
{% endfor %}​

I have a similar issue in next step for the subtasks.  For this step I have three functions that I need to accomplish  (1. I need to pull the Subtasks that relate to the copied Tasks (which I attempted to do in the first line in the formula below), 2&3. do the exact same as above - pull over the subtasks that match the Task Category and then pull over any subtasks that have "All". This is what I attempted but it gives "Valueerror: invalid literal for int() with base 10: 'id'

{{h.template_id == i.related_test_task_template}}
AND 
{% set list = a.deal_task_category.split(';') %}
{% for item in list %}
{% if loop.last %}{25.HAS.'{{item}}'}
{% else %}
{25.HAS.'{{item}}'}OR{% endif %}
{% endfor %}​

Any insight on how to add nesting request would be much appreciated!   

1 Reply

  • Joe's avatar
    Joe
    Qrew Member

    Once the pipeline is triggered, click on "Condition" in the menu where you select which pipeline channel you'll use. This will branch the logic. One condition would be Category equals/contains "All", then you create the branch to create all of the types. The second branch would be to look up all tasks of the matching type and create tasks to match.