Tasks with sub-tasks

[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).

[Obermumpf]

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

[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]

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.

[peterberlin]

Maybe that's the solution:

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

peter

[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.

[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?