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i have a product "A" that appears in the sales order multiple times and im trying to create an automated action the will create a task in the project named "Drawings" for each time that product appears on confirmation of sale order.

so when you click in the project "drawings" you see all the tasks for each product on the sales orders that have product "A" and are linked to there sale order.

ive tried create record but i cant see how to assign that to an existing project.

Thanks

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Nejlepší odpověď

Hello,

For this you need to create a product as Service [Product Type] and select Create on Order as Task, and Project as Drawing.

This ensure that the created task by Sale Oder should be present in the same Project as mentioned below,​



If you want to maintain your SO's Project as Separate, then you can do 


This is used to create a separate project for Each SO, with Drawing project as their reference template,

Two separate Project for Two SO's.

Check and Clarify Your doubts!

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Autor

Thanks, but i cant use a service. hence the automations and not the product type

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