Copy Project and associated Tasks from another table

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I have a project table and a tasks table.  I have a URL button created to copy a project and its associated tasks, while in the project table.  The project data from the project table is copying, but the task data from the task table is not.  Why?

Here is the formula:


"javascript:void(copyMasterDetailButtonHandler('&copyFid=6&destrid=0&sourcerid=" & [Record ID#] & "'))"

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J1987

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Posted 4 years ago

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I suggest that you simply re-build your button using the Copy Master and Detail records helper under Application management.
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J1987

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Just did so, and still no 'tasks' copying over.  ?
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I'm not sure what to suggest other than a support ticket.  Did you choose the Tasks table to be copied over when you built the button?
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J1987

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No.  In 'choose a table where master record exists', the tasks table is not in the dropdown.  Projects table is, and I assumed that was the correct choice.  Under 'what to copy' , 'advanced options', when I click the radio button 'copy detail records from these relationships', Tasks in not an option.  Do you know why not?  Project table is related to Tasks table, I checked.  Appreciate your help.  Thanks.
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I think you need to put in a support ticket.  Assuming that you have a traditional 1 Project has many Tasks Relationship, the Tasks table should be listed on the drop down.  I assume that the Tasks are in the same application and there is not some funky Cross Application Relationship thing happening here.
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J1987

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Yes. All of your assumptions are correct.  I will do a ticket.   Thanks, Mark!