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 record.
Forum Discussion
1 Reply
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.
