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

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Level 3

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?

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3 Replies

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Community Advisor

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

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Level 3

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.

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Community Advisor

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.