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Work Tasks - Automatic Finish

  • May 21, 2024
  • 2 replies
  • 178 views

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  • Do Gooder (Partner)

Is there a background job or property setting that will automatically set a Work Task's Status to FINISH when: 

  • all its Assignments are COMPLETE or CANCELLED
    and 
  • all its Costs are either AUTHORIZED or TRANSFERRED?

Thank you,

Best answer by Thilini Kumarasinghe

Hi @cpat 

As far as I’m aware of, there is no property setting for the mentioned requirement.

However, as per the current design, once the last active assignment is completed, the work task will be set to work done (not finished).

 

Test flow:

  1. Create a work order and a work task.
  2. Create multiple assignments – let’s say 4.
  3. Release the work task.
  4. Start the 1st assignment and now the work task is also work started.
  5. Complete the 1st assignment.
  6. Start and complete the 2nd assignment.
  7. Cancel the 3rd assignment.
  8. Start and complete the 4th – last assignment.
  9. Now the work task is also set to work done.

 

That means once the last active assignment is completed, the work task will be set to work done.

(However, if the last active assignment was cancelled, then of course the work task will not be set to work done.).

When all costs are authorized or transferred, the work task will not get finished automatically.

However, for both the requirements, you may implement a custom event to get your requirement done.

 

Best Regards,

Thilini

2 replies

Thilini Kumarasinghe
Ultimate Hero (Employee)
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Hi @cpat 

As far as I’m aware of, there is no property setting for the mentioned requirement.

However, as per the current design, once the last active assignment is completed, the work task will be set to work done (not finished).

 

Test flow:

  1. Create a work order and a work task.
  2. Create multiple assignments – let’s say 4.
  3. Release the work task.
  4. Start the 1st assignment and now the work task is also work started.
  5. Complete the 1st assignment.
  6. Start and complete the 2nd assignment.
  7. Cancel the 3rd assignment.
  8. Start and complete the 4th – last assignment.
  9. Now the work task is also set to work done.

 

That means once the last active assignment is completed, the work task will be set to work done.

(However, if the last active assignment was cancelled, then of course the work task will not be set to work done.).

When all costs are authorized or transferred, the work task will not get finished automatically.

However, for both the requirements, you may implement a custom event to get your requirement done.

 

Best Regards,

Thilini


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  • Author
  • Do Gooder (Partner)
  • May 22, 2024

@Thilini Kumarasinghe.  A custom event, as you suggest, will work well.  Thank you.