Workflow to create a task using a specific form

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I would like to use a workflow to create a set of task (easy enough) but the tasks use different forms because they require different fields and pick lists.

Is this possible and if so, how do I do it?

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Pitipe 686 on at

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Hi Izzie

Have I understood this correctly.

You want to create a set of tasks triggered from a non task record in dynamics and then based on the type of task when that record is loaded you have the correct task form?

If so and the workflow isn't the issue for you, try creating an option set / look up field on the task called task type.

Then create 3 (or however many it is ) Task forms - one for each type

If you started with a dialog you could ask what type of tasks they want and then the correct workflow is run and one of the things that does is populate the task type field correctly.

you can then have some on form load code that will display the correct form based on the task type.

If that wasn't what you meant please give me some more information :)

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ashlega 34,477 on at

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Hi Izzie,

all task fields should be available to you either way. If some of them are on the form (could be last used or default.. depending on which version of CRM it is), you'll see them first. Just scroll down and you'll find the other fields.

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Claire,

Thank you for your reply, it sounds very close to a solution so I'll give you a bit of background to help!

We have a set of 10 tasks and each of our new jobs require any number of them (some just 4, others all 10). I have fields on customer entities to say which tasks need creating for each job and I'd like the workflow to create them.

Each of the tasks move through different stages which is why I thought different forms would work.

The workflow should create the task, make the task type selection (this is the bit I can do) and choose the corresponding form (this is the bit I can't do).

I don't want my users to have to start with a dialogue, I'd rather the correct form was loaded when the task record was created.

I have created a form specific to my first task (I've only created one so far). I also have an option set on my task form with a 'task type' but until the task is created you can't make a selection.

Can I use a two step approach and use the workflow to create the task and made the task type selection followed by the form load code to choose the correct form?

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Community Member on at

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Alex, thanks for the reply. It's not fields I'm missing, its how to make a workflow create a series of tasks that use different forms.

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Pitipe 686 on at

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Hi Izzie

2 step approach would work fine.

As you already have the fields to identify the tasks are you want - are you using the change and tick of those fields to trigger the workflow?

(I'd also put a business rule in to lock the field once it has been 'ticked')

And yes just have the on form load to pull the correct form type - that would work. (I'm not a coder but I'm sure someone could paste the code for you to do that.)

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ashlega 34,477 on at

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Hi Izzie,

got it.. I think there is an answer between Claire's and yours posts then. Will just throw in this link for the for selection script which you can attach to the onload of each of those forms (which you'll just need to modify to pick form name depending on the task type):

community.dynamics.com/.../javascript-form-navigate

The only caveat is that users might start seeing how last used form shows up first, and, then, it gets switched to another form (which may become a bit of an issue if they do switch between different task types often enough)

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