Bulk update to add custom form to tasks when some tasks already have the custom form associated. | Community
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Level 2
September 21, 2016
Question

Bulk update to add custom form to tasks when some tasks already have the custom form associated.

  • September 21, 2016
  • 12 replies
  • 2033 views
I have a custom form I need on all tasks within a project (project has 500+ tasks). When I select all tasks and do a bulk edit, the custom form does not show up b/c it is not on all tasks. It is also not in the drop down list of custom forms to add b/c it is already on one or more of the tasks selected for the buik edit. The custom form may be missing from one task or it may be missing from 499 of 500 tasks. The only way I can find to determine where the custom form is missing is to edit each task one at a time and manually verify which is not realistic, especially since the next time someone adds a task without the custom form, I must start all over again. I am not able to find any options to report on custom forms attached to a tasks. Any ideas how I can systematically either: 1) Bulk add a custom form to a group of tasks, even if some of the tasks already have the custom form or 2) determine which tasks use a given custom form from a report/list of tasks or 3) determine which custom forms each task has associated with it from a report/list of tasks Thank you!
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12 replies

Level 10
December 19, 2016
Hi Jason, Anthony and Adina are on the money, but I thought I would just summarise the issue/answers with my own tips... Be aware that when looking at the list of tables you can filter/group with, 'Category' means 'Custom Form'. This is not obvious and once you know this, it opens up a few more possibilities. A couple of people have suggested filtering for the presence of fields which are known to be on certain custom forms. In most cases (especially if you only really deal with 1 or 2 custom forms) you can instead filter your reports based on either: Category ID (equals, or 'is null') Category Name (contains) Once you've filtered for tasks which have no custom form attached, you can do your bulk edit. Where it gets tricky is dealing with tasks/objects which often have multiple custom forms attached. In this case, you need to look at Anthony's solution. Regards, David
AlisonW
Level 5
June 2, 2017
Hi Anthony, Thank you for posting this code, it helped me solve an issue with listing all attached custom forms on a template in a QC view. I am able to get the form name by replacing your valuefield selection of "ID" with "category.name". Thanks again!