Task Requirement Rule
When a parent record is added, and a specific "issue type" is selected from the drop down list is there a way to require a task record to be created. The add task is a linked table within the parent ...
Forum Discussion
Add one more table to the design.
Parents Table, lets call it Customer Complaints
Issue Table
Issue Tasks Table
Customer Complaint Tasks
When you set the Issue for a particular Customer Complaint, fire a pipeline that will search for the Issue Task for that Issue.
The create a Complaint Task record for Issue Task
So if your Issue was something like "Customer wants a refund" The Issue Tasks might be
Send RMA
Inspect Return
Credit Customer Credit Card
All three tasks are now child records of the Customer Complaint record.