how to create task dependencies in CRM 2011? RRS feed

  • Question

  • We have a scenario where our service team work on several tasks that are dependent on many other tasks. ie. our mech should not work if the dependents tasks are at least 60% completed. I tried to create a custom entity  "Service Task" and link to dependent task (but the problem is that it is dependent on more than one task so I created a child entity). But I would prefer to keep one entity for tasks. I am wondering if you have come across such scenario and how you have handled it. I have to write a plug-in that deactivate the parent until all the related tasks are completed so that our mech. don't accidentally work on tasks. 
    Tuesday, April 24, 2012 2:14 PM

All replies

  • Create a self referring entity. Your primary entity in question is "Service Task", which itself is a task. If a dependent task is entirely too different than a "Service Task", then make the dependent task a self referential entity.

    For example:

    * Service Task -> Dependent Task (A Service Task With A 1:N Relationship ... this will actually wind up being a 1:N and a N:1 relationship because it's self referential.) - In other words, it's a tree structured.

    * From here you can create a subgrid on the form, displaying all dependent tasks.

    A dependent task can be determined by the look-up field to the "Parent Service Task". If the Parent Service Task field is not populated, It would be considered a top level task.

    • Edited by Travis-Sharp Wednesday, April 25, 2012 9:43 AM
    • Proposed as answer by Travis-Sharp Wednesday, April 25, 2012 9:43 AM
    Wednesday, April 25, 2012 9:36 AM
  • Hi Travis, that's what I considered earlier. Here, each service task can be dependent on more than one. say service task 1, 2 3.  Task #3 is dependent on #1 and #2.  Will I be able to say list Service task #1 & #2 for the parent #3 without having to create parent-child entities? 

    ie. Can I be able to add service tasks (more than one) in the sub-grid for a parent task?  Task #3 will have two parents records 1 & 2 

    Wednesday, April 25, 2012 12:44 PM
  • In that case you'll want to create a N:N relationship instead of a 1:N. The only caveat to this is that you cannot use a subgrid to display the parent tasks in a subgrid, you'd need to setup the relationship to display it in the navigation of the record. The other issue with this is that it allows a unstructured task dependency that may lead to confusing data at times but is less confining and allows for a very complex dependency structure.

    To refine this idea further, you can approach it from a Mixed standpoint, where the 1:N Tree gives your basic parent : child relationship, and a N:N relationship for the cases where you have a task that is dependent on an entirely different Service Depentend Task. Its just a matter of how complex your data structures and relationships need to be. The drawback from this approach is that you cannot show the N:N dependent tasks in the tree task view.

    For Example:

    Wednesday, April 25, 2012 6:32 PM