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
KevinJ of Kansas
04/27/2021, 6:33 PM
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.
KevinJ of Kansas
04/27/2021, 6:34 PM
I mean, you could torture a workflow action script - but at that point - may as well do it with a UE script.
n
NS Admin
04/27/2021, 6:36 PM
Yeah, I was thinking the same thing. Thanks for confirming.
k
KevinJ of Kansas
04/27/2021, 6:40 PM
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
NS Admin
04/27/2021, 6:50 PM
Yeah, I wish users were that patient! haha đ
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
AI1
05/08/2021, 5:24 PM
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 âkick off meetingâ 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 âCASE WHEN {status}=âCompletedâ THEN âYesâ END summary âMaximumâ
Add a filter to the search of Project
Then create a project custom field called âkickoff meeting completeâ
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 âYesâ
Create another saved search on project record for all projects that donât 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 âkick off meeting completeâ field you made contains âYesâ
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
AI1
05/08/2021, 5:29 PM
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 = âkickoff meeting completeâ
Condition = custom field âkick off meeting completeâ contains âYesâ