Hello all,
How can one create task situated under Activities tab in PM301000. I came across Task templates screen, so I mapped the values and then setup the biz event that should be triggered when the Project status changes to Active. But it is not firing off. Can anyone guide me on this?
Best answer by hsethia25
Thanks.
Hi
You can try the following approach to create tasks under projects:
Task Templates – Set up tasks in PM302000 with all required fields.
Import Scenario – Create a scenario to generate PMActivity (Project Tasks) using the template values.
Business Event – Configure a event:
Trigger: Field Updated → Status
Condition: Status = Active
Action: Run the Import Scenario.
Thanks.
I think there is confusion on which “task” in the project screen we are talking about. I have the same question as
This will get you what you want.
First, create a Generic inquiry
Source = PX.Objects.PM.PMProject
Conditions
Results
Publish and name it something like “Auto-Create Project Tasks”
Then Create a Business Event “Task Automation”
Your right panel needs to be your new GI you just created.
Fields to track should be
Save.
Then click on Create Subscriber
Name it something like “Task Automation - Tax Setup”
This is a setup below. The “OwnerID” is the “DefContactID” LOCATED FOR THE EMPLOYEE in “EPEmployee” DAC.
If you have multiple employees that this could be assigned to, like a project manager for a specific project, you will have to add the appropriate sources to your original GI.
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