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Hi There,
I have many incident in my system and each incident has service task associated with them. There is one service task "A" associated with all incidents. We want that "A" service task should appear only once in per work order. So if we add 5 incidents to work order then for first incident service task get created and then when i add other 4 the service task 'A" should not get added to work order.
I am trying Plugin approach, but i need help with it. My Plugin will run as on pre create operation, I will check the name of task and need to abort create operation. Please help
You could do this entirely with workflows, but you would need a free solution called Workflow Elements from Aiden Kaskela (see link below).
1. Make a synchronous workflow that is triggered On Create of the service task
2. Using Workflow Elements, add a step to query the other service tasks to see if any of them are "A". To accomplish this, you will need to create a FetchXML query (kaskelasolutions.com/.../) and you can embed the parent record ID as a field inside the raw FetchXML so that you can get a list of all the child records to see if any have "A"
3. if any results are returned, then Stop Workflow with Cancel status which will abort the save of the record and you can even add a message to that step of the workflow to inform the user of the issue.
Does it make sense to only have a Workflow running on create of Work Order Incident, there check if Is Primary eq true, and only than let the WF create the needed WO Service Task?
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