Default a required field on a subtask from a Parent upon creating the subtask

Chris Dail May 3, 2024

Has anyone found a way to populate required fields from a parent when a subtask is being created (before hitting save).  I have attempted this. but can only get the automation to work after the save button is pressed, which does not work for required fields.

Thanks,

Chris

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 3, 2024

Hi Chris,

Correct, there is no way to populate the fields from the parent until you have created the Sub-task.

Chris Dail May 6, 2024

Dang!  Thanks for confirming, John.

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 6, 2024

You are welcome.

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