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Helper IV
Helper IV

Choose items from subgrid to another field to mark task complete

hi,

I have a subgrid where the options are filtered from other related fields. Looking for a way to choose the filtered options from a subgrid to a singleline text or multiline text field or mark with yes/no on the subgrid itself(just a way to show that the task is complete). Or do you have a better option to achieve this criteria?

 

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Microsoft
Microsoft

Hi@Teresa24486

Based on the issue that you mentioned, do you want to make the filtered item to display the "Completed" status?

Could you please share a bit more about the scenario?

Yes, there is such field on project task. It is a matter of displaying it to users. You may need to have a custom grid with tasks to display it there.
You could also have a field on time entry and a resource could use a custom field 'Close task' that would trigger the workflow that closes the task.

For more details, you could check the following blog:

https://daytodaydynamics365.com/dynamics-365-project-service-automation-marking-a-project-task-as-co... 

Hope it could help.

Best Regards,

Qi

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hi Qi,

I do not have license to Project Tasks.

Teresa24486_0-1606129549699.png

What I meant by choosing from the filtered task is this. I have a subgrid which displays all the filtered tasks from another lookup column. My requirement is I choose my task items from this subgrid and put it on another field just to show it is done. i do not want to type my task items but just choose items. (screenshot below)

Teresa24486_1-1606131019437.png

Also remove items from the grid (not delete) if the task item is not required to be done. I can only delete it which deletes the data from the entity.

 

 

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