Business rule to Create subtasks from a master ticket, populate field’s value on subtask and link contact on the subtask

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    PRODUCT:

    FootPrints


    COMPONENT:

    FootPrints


    APPLIES TO:

    All FP 12.x and 20.x



    QUESTION:

    Business rule to Create subtasks from a master ticket, populate field’s value on subtask and link contact on the subtask


    ANSWER:

    Note: You can change the criteria, template and field’s to be copied on the subtask as per your environment and requirement. This is just an example. ( Please zoom the page of browser, if images are not visible properly)

    Step 1-Create two Quick Templates


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    Step 2- Create Business rule that will create two subtasks when master subtask is created

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    Step 3- Copy Field’s value from master

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    Step 4-Create Business rule to link contacts on subtask

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    Step 5- Create test master ticket

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    Now see below subtask has contact populated and linked contacts properly

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    Article Number:

    000172659


    Article Type:

    FAQ/Procedural



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