I'm working on setting up a project management application. I have a quotes/projects (parent) and tasks table (child). Currently, when a record is opened on the quotes/projects table it starts off with a <quote opened> status and I have a "submit quote" formula url button that is set up to change the status to <quote submitted> and add a quote task to drive the quoting process.
The workflow is working great for the quoting process. Once the status is changed to <quote approved>, I have a "submit project" formula url button set up to change the status to <project submitted>, but I would also like to have this same button add multiple task records based on criteria in the parent record (i.e. project category and type).
I've looked at the copy master and detail record wizard, but I don't believe this will work for me since I already have the master record created and I don't need to copy a new one... I just need to add the task records at this point.
I was able to figure out how to add the quote task record with the submit quote button, but this did not involve any criteria validation or adding multiple child records so this is where I am stuck.
Any guidance is appreciated!
EDIT - I was able to use the copy master and detail record wizard to add the task records without creating a new master record. Now where I am stuck is I need to combine the adding of the task records with the code from my "submit project" button that changes the quote/project status to <project submitted>... rather than my users having to click two separate buttons. I thought maybe I could just add the code from the two buttons in to one, but that didn't work. Is this possible??