How to refresh info in Task or load Task with latest info?

anushas0002 over 5 years ago

Scenario:

A record type with update button configured. User can updated details on a record, before even taking action on the task assigned to them. How to make sure the Task loads with latest info that they updated outside the task with update button on record type?

1. Is it possible to refresh task? Task interface is a load interface with multiple sections and have not used "with" anywhere in it.

2. Is it possible to disable the update button in a record type, if a task is assigned to same team for same record?

Preferred solution is question 1. Please advise.

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0 seanw583 over 5 years ago

If the Task interface queries the record data directly, rather than has it passed in through the process, it should reflect any changes made through the update related action. If the user already has the task open while an update is made, I don't think there is an out of the box solution to automatically refresh the Task. To work around this, you could have the process check for any updates made after the Task is submitted and route the user to a notification screen in the event there were changes made concurrent to the Task.
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0 seanw583 over 5 years ago

If the Task interface queries the record data directly, rather than has it passed in through the process, it should reflect any changes made through the update related action. If the user already has the task open while an update is made, I don't think there is an out of the box solution to automatically refresh the Task. To work around this, you could have the process check for any updates made after the Task is submitted and route the user to a notification screen in the event there were changes made concurrent to the Task.
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