Synchronizing Parent-Child Task Business Data
If you choose to share business data between parent and child collaboration tasks, you can configure these tasks to keep business data synchronized between them. For example, you can update the child task data to reflect a change in parent task data, and the reverse is also true.
To synchronize parent-child task business data
1. Ensure that both parent and child tasks have identical business data.
2. Open the task you want to work with in the task editor.
3. Create a task event as described in
Creating a Task Event. Choose an event type that will trigger your business data update, such as Business Data Updated.
4. Specify an action for the event:
If you are updating child task business data from a parent task, specify one of the following actions:
Set Business Data Date field Set Business Data field If you are updating parent task business data from a child task, specify one of the following actions:
Set Parent Business Data Date field Set Parent Business Data field 5. Save your changes.
Related Topics