Does anyone have a creative way to use SuiteFlow t...
# suiteflow
n
Does anyone have a creative way to use SuiteFlow to update the Project when Project Tasks are updated? e.g. Update project status when 'x' happens on a project task.
k
Don't think this can be done with SuiteFlow. It's a sublist that isn't accessible by SuiteFlow yet. I'd suggest a user event script.
I mean, you could torture a workflow action script - but at that point - may as well do it with a UE script.
n
Yeah, I was thinking the same thing. Thanks for confirming.
k
I mean, if your project items are always the same - you might be able to use a filtered saved search field and perhaps force an update that way - but I wouldn't bet money on it and timing would be a problem to figure out.
n
Yeah, I wish users were that patient! haha 🙂 We have something in our backlog to create a versatile WFAction script that takes WF field values to do things like this. Maybe its time to do that.
a
Setup a Project task saved search that matches your criteria For example if you want the project to be updated when the project task of “kick off meeting” is marked as complete then create a saved search displaying all kick off meeting project tasks that are completed In the results of the saved search make a formula text field that is “CASE WHEN {status}=‘Completed’ THEN ‘Yes’ END summary “Maximum” Add a filter to the search of Project Then create a project custom field called “kickoff meeting complete” Type Free Text Store value = No Under defaulting tab select your saved search Check a project matching this criteria and make sure new custom field reads “Yes” Create another saved search on project record for all projects that don’t have the update you want Create a scheduled workflow that will perform the update you want using the saved search criteria In the state have the workflow perform the update to the project you want and the condition is your custom “kick off meeting complete” field you made contains “Yes” Sorry my example might not translate but if you give me more info on what you want to do I can make my example more contextual
Sorry just re read you want to update status. So for more clarification after you make the custom field sources from your saved search then make a project saved search for projects where the status is NOT kick off complete Then make a scheduled workflow using that saved search criteria In your state create a new action (on entry) of set field value Field = status New value = “kickoff meeting complete” Condition = custom field “kick off meeting complete” contains “Yes”