Stores have 1 Project. Projects have many tasks. Every Project will have the same tasks as the next. What is the easiest way to add the same proj. & tasks to each store?

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I know that we could use the copy button to accomplish this.  However, I would like to have a method for adding the exact same project w/ tasks to every store.  It would preferable if the tasks came over with task name only.  The ultimate goal would be clicking add new project from the stores form, then select 1 of 4 possible project templates.  The project/template would already have the correct tasks added to it.

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Jenson

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Posted 3 years ago

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I can see how to have a button to Add Project, Save the project and then push a button to select which task set comes in.  Or a button on the Parent to Copy an one of 4 Existing Project Master Records, with tasks, but not have it be initially attached to the Parent Store.  I guess that you want a button that will do both.  I'm not sure how to do that in one button.
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Jenson

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If we could create the project from the stores form and save it, then use a button to pull in a list of tasks, that would work in our setup.  We are trying to avoid having to manually add tasks to a project for every project that we do.  If we could have a few project templates, each with their own set of tasks, then use the button to pull tasks into the project based on a template, that would work.
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Ok, so know you are in the native world.  no problem.

Just make a model Project with its set of Tasks but do not attach it to any Store.

Locate the Copy Master Detail wizard dialogue in 

Settings

App Management

Follow the steps and use the option to "always import tasks from the same project".  That will make a button to do just that.  get that working first.  I suggest a summary field to count the number of tasks and a form rule to hide that button once there are >0 tasks on a Project.

Then repeat for the next 3 Projects and their Standard tasks, and the three more button and same form rule to hide them once the project has tasks.


So you create the project header, save, Import the set of task from a choice of the 4 buttons, and then the 4 buttons will disappear due to form rules.
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Jenson

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Great.  Thank you for your help.