A new knowledge base article has been published on our support portal.
In this business scenario we needed to provide a way for a user to generate inspection tasks for each product unit being ordered. The requirement was to execute a workflow from an Order and have it look at all the line item rows one by one. Then for each row look at the quantity field & use its value to create task records which would be to inspect the goods before they shipped.
Other requirements included,
- Having 10 days to complete the task
- Having the priority set to high
- Setting the owner of the Task to a team called ‘InspectionTeam’
Example of how an order looks after the Workflow executes. You can see we have 2 line items with a quantity total of 5 so therefore 5 Inspection tasks have been created.