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Auto Creation of a Work Order Required Tasks

By Uptima

Easily define automated tasks to be created upon creation of a Work Order

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Free  

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Upon creating a Work Order, this flow template will enhance the out of the box functionality by autogenerating required tasks that are needed to complete the work on related work types. All without a single line of code!

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Req Task/10062020 1.0.0
Listed On
12/11/2020
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/09/2020

Additional Details

Required tasks on Work Types represent the tasks that are needed to complete the work. Work Orders inherit their Work Type’s required tasks. Define the required tasks in the Tasks Required related list. No code is needed to set up the automation! If you add a Work Type to an existing Work Order, the Work Order only inherits the required tasks if the Work Order didn’t yet have any. Similarly, updating a Work Type’s required tasks doesn’t affect Work Orders that were already created using that Work Type. The previous rules are also true for Work Order Line Items. Work Order line items don’t inherit their parent Work Order’s required tasks.

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Uptima

Pittsburgh, PA, USA

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