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Question

Question

Creating Multiple Tasks from Form

asked on June 14, 2016

Hi There,

I have a form that I'm populating a table from SQL (Customer ID's and Names based on next visit date selected from Input). I'm using a table so that they can all be shown and the Sales Rep can remove any if needed.

I am then wanting to create tasks for each of those customers so that a sales Rep can visit each of them and as he visits them he can then submit another form (the task form) to indicate he's visited them and put in any comments.

I've been playing around with Workflows, but not sure this is the best approach. 

Is there a way to create separate Tasks for each Customer in bulk?

 

Thanks heaps.

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Replies

replied on June 14, 2016

It is not doable right now to create dynamic number of tasks in bulk. One approach I can think of is using one task form for all the customers. The customers information can still be placed in a table, and add other fields such as comment and checkbox to indicate whether the customer has been visited or not.  Use custom JavaScript to set another checkbox(let's call all visited) outside table to be checked when all the visited checkboxes inside the table have been checked. Add a exclusive gateway after the user task, if all visited is checked, then the task will go to end, if all visited is not check then route back to the user task to fill for another customer. The flow likes following:

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replied on September 28, 2020

Any updates to this capability?

 

We would also like to create tasks dynamically based on the # of rows returned in a lookup.

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replied on October 15, 2020

Latest version still not support this feature yet. It is still in the feature requests list.

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