Hi guys,
For each of my clients, I create a project management interface where they can keep track of the project’s progress. One of the pages on this interface is a list of tasks.
As of now, I have to manually link each newly created task to the proper project. So I would like to automate this process.
Ideally, I would have liked to set up an automation chose trigger would have been ‘when a new record is created on this interface’. But this trigger doesn’t exist.
So the only workaround I found for now is to create a List view with hierarchy on and to show the Project name on the level above. But I feel it adds unnecessary clutter to the page design since clients of course only want to see the tasks related to their project.
I assume I’m not the first one to have this need. So do you guys any other workaround to suggest?
Thanks for your help.