How can we improve Taskfeed?

Checklist Items

When all Checklist Items are marked as Complete, the Task is then marked as complete.

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Kristin Hubbard shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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  • AdminAndy Mahood (Founder, Taskfeed) commented  ·   ·  Flag as inappropriate

    This is a great idea. Even better it's already possible.

    Create a new Workflow rule on the Taskfeed Task object.
    Rule Name: Complete when Checklists Complete
    Evaluate the rule when a record is: created, and every time it’s edited
    Run this rule if the following formula evaluates to true:
    taskfeed1__Checklist_Items__c > 0 &&
    taskfeed1__Completed_Checklist_Items__c = taskfeed1__Checklist_Items__c

    This formula checks that there are Checklists items on the Task and that the number of completed checklist items is the same as the total number of checklist items.

    Following this evaluation create a field update action to set the Complete field to TRUE.

    That is all you need to do. If you get stuck contact

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