Dynamics Community Forum Thread Details

Automatically Creating a Default Job Task Line When a Project is Created from an Opportunity

In our BC implementation, when an Opportunity is moved to phase 2 via the Update action on the Opportunity Card page (5124), the system automatically creates a Project (Job) card. This part of the standard flow is working correctly.

Along with the Job Card creation, we need a default line to be automatically inserted in the Job Task table (1001) with the following field values:

- Job Task No. (Field 2) = `0` (pre-created task number in the system)
- Description** = `Development of project proposal`

1. Is there a published event in any codeunit or table that we can subscribe to in order to set these default field values without modifying standard objects?
2. If no such event exists, what is the recommended BC best practice approach to inject this default Job Task line

3. Is there anything in the standard Sales Cycle Stage configuration that controls what gets populated on the Job Task line when a project is created from an Opportunity?

Any guidance or pointers to my question would be greatly appreciated. Thank you!