[Vtigercrm-developers] Project templates - or duplicate/clone a full project structure?

[Stacey Johnson]

S.Warnat WF Designer

[image: image.png]

On Tue, Oct 25, 2022 at 9:29 PM Alan Lord <alanslists at gmail.com> wrote:

> This is a request I have had before, both on Open Source and the Cloud.
>
> using a Custom Workflow Function or some remote code triggered by a
> webhook call is the way we have done it - creating the Project / Project
> Tasks etc. as required based on a set of pre-determined parameters.
>
> It would be nice to have a template or a duplicate type function but
> there can be a lot of parameters to deal with so I can see it being a
> bit complex.
>
> Al
>
>
> On 25/10/2022 13:47, socialboostdk wrote:
> > Hi there,
> >
> > If we have many similar projects, and would like some templates for
> > these (ie. "Make website" project with same 30 subtasks each taking
> > different time etc), do you guys have any good ideas for how to
> > achieve this?
> >
> > Could be something like duplicating an existing project was my thought,
> > and then offset the dates, etc.
> >
> > Anyone had a similar problem in the past?
> >
> > :-) Chris
> >
> >
> > _______________________________________________
> > http://www.vtiger.com/
> _______________________________________________
> http://www.vtiger.com/
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20221028/31078c91/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 33666 bytes
Desc: not available
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20221028/31078c91/attachment-0001.png>