Define a task relationship allowed from the task relationship type record

It is possible to define Task Relationships Allowed from the Task Relationship Type record.

  1. Scroll down to the related list and click New.
  2. Populate the parent and child tables to define which tables are able to accept the relationship.
  3. If desired, it is possible to define scripts to run in the Parent and Child script fields. These scripts are run when a parent or child record is run to automatically generate the other task (child or parent). These scripts use the current value of the new record, as opposed to the source record which triggered the script.
    Task relationship allowed