on 2020 Oct 21 1:34 PM
Hi Team,
We got the requirement that If a Category A is initiated from a Category B task, then Category A task should be linked to the original Task (Category B) as a Follow-up Item and the original Task (Category B) should be a Related Item within the Category A Task.
Could you please help me on the above requirement.
Thanks in advance !!
Regards,
Anil
Request clarification before answering.
Hello,
There is no standard way of doing this however you can still proceed with SDK logic to handle such a scenario, Steps would be as follow:
1. Create an XBO of Activity Business Object. Generate BeforeSave script of this.
2. In the script file write the logic to create a new node entry for BusinessTransactionDocumentReference. This node will have category B as original task and category A as follow up tasks.
3. By standard any follow-up item will be shown as a related item in other transaction i.e. Category A will be showing category B as related item.
Hope it helps.
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