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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Update task in WBS as ...
Microsoft Dynamics CRM (Archived)

Update task in WBS as complete when project record field is set to "YES" using Workflows

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Posted on by Community Member

Hi experts, 

I have a field in the project record called "deposit received" (two options - yes/no) .

Now, when I set this field as "Yes" I would like the task in the work breakdown structure to be marked as completed. 

Is this possible at all. If yes is it possible through workflows? 

Thanks,

Jon 

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hello Jon, can you please describe more?

    Do you want to update status as complete of project Item?

  • Community Member Profile Picture
    Community Member on at

    Hi Jagmohan,

    So I have a Yes/No field on the project record called "Deposit Received"

    Screen-Shot-2018_2D00_03_2D00_05-at-3.36.50-PM.png

    When I change the field to Yes, I would like the task called "test" in the work breakdown structure to be marked as complete

    Screen-Shot-2018_2D00_03_2D00_05-at-3.36.50-PM.png

    Please guide me on how I can accomplish this as I am unable to wrap my head around this.

    Thanks,

    Jon

  • Community Member Profile Picture
    Community Member on at

    can you please tell me, which field you want to use as status? is there any custom field?

  • Community Member Profile Picture
    Community Member on at

    Any field can be used as status at this point.

    Or when we assign the task to a member, it should get marked as "complete" in the bookings and tasks view:

    Screen-Shot-2018_2D00_03_2D00_05-at-4.35.58-PM.png

  • Community Member Profile Picture
    Community Member on at

    Hi Jagmohan,

    Would you have any idea about this:

    Screen-Shot-2018_2D00_03_2D00_06-at-3.58.11-PM.png

    I would like to mark this task completed onchange of the field. 

    Thanks,

    Jon

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