Creating many-to-many task relations
By default, tasks can be related to each other using a parent/child relationship, such as a Problem with a group of child Incidents or a Catalog Request with a group of child Catalog Tasks.
However, it may prove useful to record exactly the nature of the relationship between the task records. When activated, the Many-to-Many Task Relations plugin allows administrators to define relationships between different tasks.
- Request many to many task relations
The Many to Many Task Relations plugin (com.snc.task_relations) is included with several plugins. You can request activation of the plugin by itself. - Plugin manifest
When the plugin is activated, the Task Relationships application is available with certain modules. - Define a relationship type
Create type codes that define the relationship between parent and child tasks. - Define a task relationship allowed from the task relationship type record
Define the Task Relationships Allowed from the Task Relationship Type record. - Modify the displayed field
The list view of the Reference Lookup defines the fields displayed in the Task Relations field and editing interface. - Mark as Solution button
The Mark as Solution button is added to the KB popup view and displayed when you search the knowledge base from a task record. - Task relationships with UI actions
After defining task relationships, you can use UI Actions to define the task relationship when a new task is being created from an old task.
Parent Topic:Working with the Task table