I have a parent task with a filled out custom form, I want the subtasks to inherit the information of the parent task's custom form. How can I make this work?
Can simply adding the custom form to each subtask (in the template tasks) enable the values to inherit to each subtask from the parent task?
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Hi,
Edited response . . . .
There are three approaches you could take here:
Best Regards,
Rich.
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Hi,
Edited response . . . .
There are three approaches you could take here:
Best Regards,
Rich.
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Hi @MeghanaKa1,
Building on the second option among @Richard_Le_ ’s edited response, I suggest a similar technique that uses the same parameter on parent and child tasks alike (for common reporting purposes), but with an optional second parameter to “seed” the parameter at the parent level (and optionally, lower levels if desired), along with an IF statement to decide the appropriate value:
IF(ISBLANK({DE:Seed Value}),{parent}.{DE:Field Name},{DE:Seed Value})
Do note that it might require periodic Recalc Data Expressions to propagate changes down to the children tasks.
Regards,
Doug
Thank you both for the responses! Ideally, we would keep the values in the same field across parent/subtask.
Do you have a recommendation on how to best do this through Workfront Fusion?
Anytime there is a parent task created with subtasks, we would like the values copied over to the subtask custom form.
The subtasks will already have the custom form attached (in task template).