Hello All,
I am looking to make a series of cammands that can mast generate To Do Tasks from a case. I want to take the Case and create a project from a template. That should be easy.
The tricky part would be detaching all the tasks from that project. This way the tasks are now To Do lists items instead of project items. You could manually do this by clicking the detach button (Under Misc) on tasks that are in project. I would however like to set a work flow to do this automatically. Does anyone have any ideas?
Thanks,
Keith
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Hi Keith,
Detaching all the task i deleting the Parent Link between the Project and the task. I'm not sure what is your project structure but basically you should select Delete Item \ Parent as the action, Do Run On the Project WorkItems or Sub Items (depends on the structure) and Delete the TargetObject.
Let me know if it is working as expected.
Good Luck!
Tamir
Tamir,
I am still having trouble with this. I created a custom action for Cases. This asks for project name, template, and project manager. I create the project called NewObject1.
For Action 2 iI chose Delete Item. Run On: NewObject1.Children. Object Type To Delete: Parent. Now this is where it gets confusing. I figured Object to Delete would be NewObject1.Parent since I can not find Parent as a standard field. When I use NewObject1.Parent I get the error Error: Field $Parent has incompatible reference type. Why is this an error? I tried to switch this over to a string, and it still doesn't work. Any Ideas?
Thank You,
Keith
Hi Keith,
My bad, you need to delete the LinkObject and not the TargetObject which the WorkItem.
I attached an example for you to install: https://app2.clarizen.com/Clarizen/View/Default.aspx?id=2djx1wbon8b7l0opb6jwnsaoc349&type=Published+Application&ver=v6
Good luck!
Thanks,
Tamir
Thank You For This Tamir,
It seems though that when I enable it and go to run it that the action itself is greyed out on the cases action list. Not sure why this is.
Either way I believe I tried deleting the LinkObject and it was still not working. I found out that a move would work if I move it to a NULL parent. The issue I am running into currently is that when I try to delete the project in the same action the project gets deleted before the move runs to remove the tasks from the project. I will work on this and try to figure this part out.
Regards,
Keith
Keith,
The reason for the Custom Action because $PlannedFor<>NULL (this field name is Resolved In Project), if you are not populating this field you should use similar logic based on the field or relation that you are using.
Please let me know if it helps.
Regards,
Tamir