You can do this using a workflow rule. Can you share the formula you used and exactly the scenario you are interested in?
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I would like to create a workflow rule that checks for example the % complition of a specific task ($Name='Development Work Estimate'&&$PercentCompleted=100) and if true update a field in a different task!
Acording to my understanding I acnnot relate in the action to a different task then the one in the condition...
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HI Amihay,
What is the relation between the tasks ?
When creating a workflow, we need to find a way to relate to another task by having some kind of a reference or a link to another task.
The task could be a predecessor for example .
In that case you can add the "update field" action and run on predecessors -> that would change the percent complete for all predecessors.
If you create a custom field of type "reference to object" where you can select the task -> then you can update field by selecting the reference field "referneceTotTask.% complete"
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The logic I am trying to implement as a workflow rule is as follow:
IF
Task Name is X and its %completion is 100
THEN
Set the Task With Name Y to have a Resource named Z
Any idea how to do it?
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It seems to me like you have the workflow ready - the logic seems correct to me. Just create a new workflow rule with the conditions you have mentioned below (use the picker to find the fields you need) and then set the "update field" action to update those fields. Unsure what Y and Z are, though.
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