Dynamics Community Forum Thread Details

Auto-fill tasks based on a selected group

Hello,

I want to know the most effective approach to build the following scenario:

I have a table where I feed the data with a group name (for example, IT Technical).
Another table is about creating tasks and allocating them to a group (Example: IT Technical, Task 1, Prepare laptop, Task 2, Setup printer, Task 3, Install Teams, etc..)
In the last table, upon selecting the group name and saving the record, in the grid-view of the related group tasks it should automatically add those tasks without asking the user to add the tasks one by one. (This case is very similar in field service when you assign a primary incident it adds automatically the products and service tasks..)

Below is a sample:

To achieve the above, should I go for a plugin or a Power Automate workflow? Can I show up a notification while it is adding the tasks if it is an async process?

The last question, is it possible from the last table before saving the record that if I selected the group I can see the related tasks related to it in a View? Should it be a PCF or can it be done in another way to show up the tasks related to the group before saving?

Any suggestions and help are highly appreciated.

Thank you.

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