Linking To-Dos to Other To-Dos

Learn how to link To-Dos to other To-Dos.

You can link a to-do to a predecessor to-do. The to-do is only processed after its predecessor has been completed. The Due on and Due at values are taken into account, i.e. the child to-do is processed at its scheduled time if the predecessor to-do has been completed successfully.

Note: This feature is only available for CRM.server, i.e. update.seven sever does not support concatenated to-dos.

To-do records are linked via the TD_1_StaNo and TD_1_SerNo fields containing the key of the Predecessor to-do.

If a to-do can not be processed due to a technical problem (e.g. an import fails because the database is unavailable), the child to-dos are not processed as well.

If a to-do can not be processed due to a problem regarding its content (e.g. parent record or catalog value not found, wrong date/time format, etc.), the child to-dos are processed regardless.

For to-dos that failed due to a technical problem, the Status is set to "Aborted".