Tasks with sub-tasks

[Obermumpf]

Hi there,

is it possible to setup sub-tasks?

Just like this:

Task "Build a house"

Sub-Tasks
"Get a piece of land"
"Find architect"
"Buy bricks"
"Build"
"Party"

Is there a way to do this?

[Maximus]

Hi,
Well, you can create a relation between Task to Task of One-to-Many type. Or you can create your own custom entity for sub-tasks and then link it to Task.

[peterberlin]

Maybe that's the solution:

https://www.youtube.com/watch?v=fvllcGJhKNg
https://www.eblasoft.com.tr/product-...le-inline-form

peter

[Obermumpf]

Hi,
Well, you can create a relation between Task to Task of One-to-Many type. Or you can create your own custom entity for sub-tasks and then link it to Task.

This did the trick, thank you. The only "cosmetic" thing I would like to change is: how can I limit the Kanban view to only display tasks that are either standalone tasks with zero relations or main tasks with sub-tasks. That means to hide all tasks that are related to a main task.

[Maximus]

> how can I limit the Kanban view to only display tasks that are either standalone tasks with zero relations or main tasks with sub-tasks

You need to create a custom filter for the list view and use it. Please follow this:
1. Create the file /custom/Espo/Custom/SelectManagers/Task.php with the code:

<?php

namespace Espo\Custom\SelectManagers;

class Task extends \Espo\Modules\Crm\SelectManagers\Task
{
    protected function filterNotSubtask(&$result)
    {

        $result['whereClause'][] = [
            'taskParentId=' => null
        ];
    }
}

2. Add filter to a json file. Open the file /custom/Espo/Custom/Resources/metadata/clientDefs/Task.json and add this block:

{
    ....,
    "filterList": [
        "__APPEND__",
        "notSubtask"
    ],
    .....
}

3. Change the filter label. Open the file /application/Espo/Modules/Crm/Resources/i18n/en_US/Task.json and add this block:

{
    ....,
    "presetFilters": {
        "notSubtask": "Not Subtask"
    }
    .....
}

4. Administration -> Clear Cache
5. Refresh a webpage
6. Select the filter in the list view as it is shown on the screenshot.

[Obermumpf]

Oops. Man, I have no clue, I am not a programmer. Is there a simpler way with onboard functions?

[Maximus]

Yep, but in another case, you need to use each time the filter conditions manually. Open Administration -> Layout Manager -> Tasks -> Search Filters -> Add 'Sub Tasks' -> Save -> Refresh a web page -> Go to the Task entity list view and use this filter (see screenshot below).

[esforim]

Just another tip as it is quite hidden away if anyone plan to use these filter in the future. If you click that "All" button, there is a "Save Filter" button, you can use that to retrieve filter in the future.

[telecastg]

Excellent tutorial on how to create custom filters for list record displays Maximus !. Should be incorporated in the documentation if possible

[Maximus]

Thanks, I appreciate it.
I'd like to add such branch 'How to .....' to the EspoCRM documentation with real examples. Hope, our CEO accept this improvement request soon, and our team will start to design it.

[esforim]

Yes, looking forward to it! I like to quite a few thread for future reference that you can refer to or decide on which to start with:

https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design

[esforim]

Missed your chance to plug in the extension telecastg ... shame on you. This extension might be helpful Obermumpf https://github.com/telecastg/dynamic...st-for-espocrm

But those doesn't look like subtask at all! They look like major task and should be shown on a higher level (either use Opportunity or Case for example).

I would considered these to be subtask:

Task: Get contract signed
Subtask:
Prepare documents
Organize signing
Check and Scan Documents

For your example you probably want to use:
Opportunity / Case (I use case instead of opportunity, was foolish of me)

Opportunity name: Build House for Mr Smith
(If you are involved in construction or Real Estate I recommend you considering downloading and using the free extension Real Estate)
Task: Buy land | Subtask: get contract, settlement
Task: Drawing | Subtask: assigned architect, very drawing; approve drawing


Some of those subtask might be a higher level (for example it should be Task or sometime even a separate Opportunity) but I just wanted to give an example that may help you with design in long term.

[Obermumpf]

This is beautiful, but for another thing. In my case, the sub-tasks are more or less quit individual.

[emillod]

We had similar issue. We decided to create relation between tasks. So basically there is task, for example "EspoCRM installation" and in this task we can create sub-task with name "Configuration on cronjob" which is later available in relation panel. We even created filters for our task entity which only showing main tasks.

We're thinking about creating information about related sub-tasks. + we'll let user to change status of main tasks to completed only if sub-tasks are closed.

[telecastg]

we'll let user to change status of main tasks to completed only if sub-tasks are closed.

If the parent task "status" field is enum, you can also use dynamic-handler to limit the options for this dropdown based on the "status" value of the linked sub-tasks.

We have experimented using dynamic-handler to make Ajax calls and retrieve data about other entities to control the display of a main entity, it's similar to using a hook but it is all done at the front end.

PS: I like your signature design

[emillod]

PS: I like your signature design

Hah, i like it too, thank you

[keda]

Hello everyone,

i hope it us ok to post in this slight older topic.

My Problem (shown in the screenshot):
Inside the Task details i only see the name of the sub task but i have no idea how to add more information from this subtask to this detailed "task view"
I added basic fields to my subTask like "status, description"


Is it even possible to add more information on this page view? I think i have tried it all

Thanks in advance

[esforim]

Hi keda, there is like 4 option in this thread. Not quite sure which method you end up using...?