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)
+24I 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.
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
