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Wokflow to create Task for a Task RRS feed

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    Hi All,

    I have introduced concept of parent and child tasks. I created relationship between Task vs. Task and I add children tasks in parent task entity subgrid.

    My question is now is that I want to do 2 steps:

    1) Auto create a parent task when new account is created (I did that through Workflow)

    2) Auto create 1 children task under parent task subgrid (I am having trouble figuring out how to create a workflow for this, maybe there is another way)

    Any suggestions would be much appreciated!!

    Wednesday, February 25, 2015 12:55 AM

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    If you need to create the parent and child task when you create the account, then you need to do so in the same workflow.

    Your workflow probably looks a little like this:

    When you create the second task, and need to set the value of the parent task, click the lookup and in the field "Look for" on the right side, you should see your dynamic options for value.

    In the bottom of that dropdown list, there is an area called "Local values". You should be able to see the value "Create parent task".

    If you insert that in the lookup field it will populate the parent task

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Wednesday, February 25, 2015 9:34 AM
    Wednesday, February 25, 2015 9:34 AM
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    Hi Rune,

    I tried that, and it creates 2 tasks but it does not link child task to parent task. Any thoughts?

    Wednesday, February 25, 2015 12:29 PM
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    As Rune mentioned, the trick is:

    "In the bottom of that dropdown list, there is an area called "Local values". You should be able to see the value "Create parent task".

    Ronald Lemmen
    Microsoft Dynamics CRM MVP
    http://www.ronaldlemmen.com

    Wednesday, February 25, 2015 2:50 PM
    Moderator