[Fusion] Copy (Specific) Template Tasks To A Project | Community
Skip to main content
Eric_D_Miller
Eric_D_Miller
Level 5
January 2, 2025
Question

[Fusion] Copy (Specific) Template Tasks To A Project

  • January 2, 2025
  • 3 replies
  • 738 views

I am running a scenario that is trying to copy a parent task (and it's children) from a Template to a Project. I do not want to copy over all of the tasks from the Template, only specific parent tasks (+ children) based on info on the custom form.

Which module/action is best for this?

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    3 replies

    Kurt_Jones
    Community Advisor
    Kurt_JonesCommunity Advisor
    Community Advisor
    January 3, 2025

    Eric, it may be best to use the Custom API module where you can GET tasks referencing the specific ParentIDs you need those tasks from.  Example, in the URL field you could do:  TTSK/search?parentID=parent task ID&parentID_Mod=eq&OR:1:parentID=other parent task ID&parentID_Mod=eq

     

    This searches for one parentID or different parentID and grabs the template task information related to those parentIDs

    If my response answered your question, please mark it answered, so others can find the answer
      Eric_D_Miller
      Eric_D_MillerAuthor
      Level 5
      January 3, 2025

      Kurt,

       

      Thank you for the tip. I was able to collect which Template Parent Task ID's I need, my trouble lies in what module I should be using in order to copy over those Template Task ID's to a Project. The Misc action attatchTemplate will carry over all of the tasks where normally I only need a few of those tasks to copy over.

      ChrisStephens
      Community Advisor
      ChrisStephensCommunity Advisor
      Community Advisor
      January 6, 2025

      So there's a couple of ways you can do it, up to you which method you go with.

      1. Use the attachTemplate module, and include a simple array of all of the tasks you don't want to come over. If you already have all of the tasks you would want to copy over, this is relatively straightforward. Get a list of all of the task IDs in the template project, then do an array comparison to remove the ones you want to bring over. This is probably the easiest method, as long as applying the template won't break anything for you.

      2. Get all the template task metadata, then manually create the tasks in your target project, either with "create an object" modules or custom api calls.

        kautuk_sahni
        Community Manager
        kautuk_sahniCommunity Manager
        Community Manager
        September 1, 2025

        @eric_d_miller just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

        Kautuk Sahni
        Terms & ConditionsAccessibility statement

        Loading footer...