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ReportHello,
wondering if anyone can help.
At the moment i have a workflow rule when a case is created it creates a corresponding order record and populates the order with owner case name etc.
To track case engineers time, we use task activitys where the engineer can add tasks and duration. IM looking for way to bring this info "task subject" and "task duration" across to the corresponding order. One way i was thinking of doing it was creating a workflow rule when a task is marked as completed it updates the case record in a text description field with duration and subject from the task. Problem with this is everytime i add a task entry on a case it updates the description box with the latest task and removes the old one.Is there a way in my workflow rule when updating the case record that i could keep all tasks in the description box. I can create another workflow rule to update the order when the case is marked as resolved with the text from the case description field.
Another way i could do this would be to default the task related field to the order record rather than at the moment defaulting to the case record. I can manually change it at the moment.
Maybe there is alot easier way.
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