1

linking task templates to entities by default

Hi,

 

I managed to create task templates, to modify them and propagate to every entity with said template but i could not find in the forms how to assign by default a task template to a entity type.

I did find how to create an entity with a task template programmitically but nothing in the UI. Do this functionnality exist ?

 

TIA

ben

 

2 comments

  • 0
    Avatar
    Ben Hadden

    Hi Deboute,

    Thanks for the question. There are a few ways to include a Task Template when creating a new entity, in the case of my example, a Shot:

    1) When you launch the new Shot creation form, load the "Task Template" field on the form using the little gear menu at the to right -> "Configure Layout...". Choose your Task Template, create the Shot, and it will automatically get tasks.

    task_template.png

    2) Create a Page of Shots, then configure add the following Page Filter in the Filter Panel:

    [Task Template] [is] [name_of_your_template]

    Any Shot created from this Page will have this Task Template by default.

    We don't have a way to set global defaults in the Shot form just yet, but it's a request we've heard before and would consider doing in the future.

    Let me know if this helps you out!

    Cheers,
    Ben

  • 0
    Avatar
    deboute benjamin

    So there is no way to propagate a Task Template to all the Entities from a same Type via the ui interface, that's all right i'll cook up some script

     

    Thanks

     

    hm i don't find any "close ticket" action

Please sign in to leave a comment.