Re: Workflow dream– How to generate tasks automatically for projects?
@Jessica_Pena - we just need to extend the model and the script to accommodate different types of project templates. There’s probably a few ways to do this, but here’s my thoughts:
Base - pretty much the same as before, but we’ve got an additional “project templates” table:
Project Templates and Task Templates are a linked pair of tables that define the project type/template and the tasks for that type:
Now what we want to do in our script is pick a project that we want to set up and the template that we want to apply to it. So our script is:
let projectsT = base.getTable('Projects');
let tasksT = base.getTable('Tasks');
let projectTemplateT = base.getTable('Project Templates');
let project = await input.recordAsync('Pick a project', projectsT);
let projectTemplate = await input.recordAsync('Pick a project template', projectTemplateT);
let projectTasks = [];
if (projectTemplate) {
output.text(`Creating tasks for ${project.getCellValueAsString('Name')} using template ${projectTemplate.getCellValueAsString('Name')} ... please wait`);
for (let task of projectTemplate.getCellValue('Tasks')) {
projectTasks.push(
{
fields: {
'Task': task.name,
'Project': [ {id: project.id} ]
}
}
)
}
}
while (projectTasks.length > 0) {
await tasksT.createRecordsAsync(projectTasks.slice(0, 50));
projectTasks = projectTasks.slice(50);
}
The script flow is:
- Pick a project
- Pick the project type/template you want to apply
- Get the tasks for this template
-
pushthese tasks into an array which suitable for the Tasks table - create the records in the tasks table based on the data in the array
The create block creates 50 task records in one go (if there are that many) - more on this here
Hi @Jessica_Pena - so the way I would do this is to have the "days before event’ field on the task template, like this:
Then, when the script runs, we copy this value over to the tasks table - modified script here:
let projectsT = base.getTable('Projects');
let tasksT = base.getTable('Tasks');
let projectTemplateT = base.getTable('Project Templates');
let tasksTemplateT = base.getTable('Task Templates');
let tasksTemplateQ = await tasksTemplateT.selectRecordsAsync();
let project = await input.recordAsync('Pick a project', projectsT);
let projectTemplate = await input.recordAsync('Pick a project template', projectTemplateT);
let projectTasks = [];
if (projectTemplate) {
output.text(`Creating tasks for ${project.getCellValueAsString('Name')} using template ${projectTemplate.getCellValueAsString('Name')} ... please wait`);
for (let projectTask of projectTemplate.getCellValue('Tasks')) {
let task = tasksTemplateQ.getRecord(projectTask.id);
projectTasks.push(
{
fields: {
'Task': task.name,
'Days before event': task.getCellValue('Days before event'),
'Project': [ {id: project.id} ]
}
}
)
}
}
while (projectTasks.length > 0) {
await tasksT.createRecordsAsync(projectTasks.slice(0, 50));
projectTasks = projectTasks.slice(50);
}With the days before value in the task table and the event date on the project table, you can combine these and come up with a date when each task needs to be complete by based on the project event date:
The “task completed by” field is:
DATEADD({Go Live Date}, {Days before event} * -1, 'days')
