Queuing task generation

Mark HHP

If I had a set of Tasks (appointment objects) with a Task.Status ('Active' or 'Completed') how would I set it to generate a new Task as soon as all of the Tasks are marked 'Completed'? This is simple enough with only 1 Task to pick from but how would you get it to check all Tasks?

Basically, the rationale is that we want to keep our consultants on their toes. No client will ever be without a task, even if it's just to follow up and say hi.

So, Client.Task gets changed to 'Completed', guessing we run a process maybe once a day that checks all Clients, finds Clients that have no Tasks in progress then adds a new Task to each of the Clients with a generic subject like 'Follow Up' or whatever.

I feel like I'm on the cusp with this one but just not getting the full idea.

RocketRod

Make the changing of the status of a task to completed a process rather than allowing a user to change it via drop down on the form. This way you then just do what you said. Check if the client has no outstanding tasks. if so add one!

Cheers Rod

Mark HHP

Rocket Rod, you're on a roll today!

It helps to just have that little nudge while you're learning. Sometimes you know what needs to happen just not what to say to make it so 🙂