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A new knowledge base article has been published on our support portal.

Scenario Overview

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.


View this article in full on our support portal