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Hello All
In the Dynamics PSA module, there is a optionset field named as "Project Status". Same in the Project Task form there is a optionset field named as "Task Status".
User will ONLY update task status where as project status field should work based on the below condition which shows in the picture.
I already have tried with Workflow, it is working only 1 to 1 and not working with the condition.
Please help - Regards / Faisal
Thanks nathen,
Will go through it.
Hi Syed,
Yes, there are great documentation and tutorials on how to create custom plug-ins for Dynamics 365 CE. If you're familiar with .NET, then writing a custom plug-in (specially one that implements the business requirement you describe in your post) should be not difficult at all.
Please refer to these public documents:
Use plug-ins to extend business processes
docs.microsoft.com/.../plug-ins
Write a plug-in
docs.microsoft.com/.../write-plug-in
Tutorial: Write and register a plug-in
docs.microsoft.com/.../tutorial-write-plug-in
I hope it helps!
Thanks
Thanks Nathan for the prompt response.
Do you have any tool where can these plug ins can create ?
Regards / Faisal
Hi Syed,
This feature can be easily implemented with a custom plug-in registered on the Create/Update/SetState messages for the Project Task entity. When one of those operations take place, the plug-in should query the Project Tasks to determine the correct status to set on the Project record.
The downside of such an approach is that it will require some development effort. I don't see a way of implementing this feature with native workflows or business rules.
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