Apply parent field to subtask

K Kelly

Is it possible in OnDemand, that when I create a subtask, I can apply a value from the Parent to the subtask? To make reporting easier (e.g. find all issues and related tasks associated with dept XYZ), I want both the parent and subtask to have dept XYZ. Else, I think users will have a difficult time finding all of their subtasks for a particular dept.

K Kelly

This can be done. I had overlooked a post function that I could use to set a value based on a parent's value.

The trick was that it had to be done on Create which can only be done in the Designer (I prefer working in the flattened view). For the Create step, I added two post functions - one for each field I wanted to set.

I then removed these fields from my Create and Edit screens because I did not want them to be changed.

In my case, these fields are required when creating the parent. So, I created a separate field configuration for the parent task type that had these as required fields and created another field creation for the subtask types that did not have these required. Created a field configuration scheme that had both of these configurations and applied to the project.

All works great now!