Hi all, I would like to create a workflow that creates a project task for a specific project if a check box is marked in an opportunity transaction form. The specific project is always the same. i.e.: Opportunity Project. The task would take the title of the opportunity record as its name, set status to in progress, and 1 hour of estimated work. Would you be able to help me with this workflow?

@Des I doubt this is possible through a workflow. Workflows typically execute on single record type e.g. an approval process for Journal Entries. The use case you describe goes across three different record types (opportunity, project, and project task) and triggers on a different record type (opportunity) than the one you want to create (project task). Probably would need to be scripted, but s/b relatively simple if you have some knowledge of suitescript.

I think the biggest thing is attaching it to an already existing project.

Okay, I wasn’t aware of the limitations of workflows across record types.

@Des Don't have anything offhand, so no, not really. There are plenty of people who might be willing to write it for you in #C29HQS63G or #C29J6STC6 if you have some budget for it. Otherwise, it's time to start taking some javascript online classes and searching SuiteAnswers and Stack Overflow for sample scripts you can piece together.

Okay, I’ll try my luck over at #C29HQS63G. I’ve explored Stack Overflow but couldn’t find anything relatable for this. Do you have any recommended free resources to learn from? I’ve just started reading the MDN Docs.

Thanks, just signed up