How do I create a link between Issues and Tasks? I want to be able to create an issue and then subsequently create one or more tasks for that issue. I then would like to be able to view an issue and see the tasks associated with it. I would also like not to be able to close an issue unless all its tasks are complete.
Stump the Panel » End Users and Information Workers
How do I link issues and tasks?
(5 posts)-
rradan
MemberPosted 1 year ago # -
The first part is pretty straight forward: make a site column using type Lookup and point to the Issues list. Add that column to your content type based on Task.
The second part will probably require some javascript and a dataview web part or content query. With a CQWP, you can pull all Tasks using the same ID as your Issue (I do this now for a few forms and it works fine). That web part will need to appear on the page (regardless of whether or not you actually display it to the user). The javascript, called PreSaveAction, then sifts through the data in the web part to determine if you can submit or not while status = closed. SharePoint always calls PreSaveAction before saving. The result can be an alert box, some info on the page, whatever you want.
Do you have experience writing this kind of script?
Posted 1 year ago # -
GeorgeWNYC
MemberAutosponge, that sounds extremely useful. Could you kindly illustrate how it's done?
Posted 1 year ago # -
I'll work on a new article for EUSP this weekend.
Posted 1 year ago # -
Paul's article on Linking Issues and Tasks went live on Tuesday morning... first one of the day at EndUserSharePoint.com. -- Mark
Posted 1 year ago #
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