Hello Frappe Community,
I’m working on the Opportunity DocType and need help setting up a workflow that involves Tasks and Events. My requirements are as follows:
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Link Tasks/Events to Opportunity: I want to link Tasks and Events to the Opportunity, so when clicked, it takes me to their details in their respective forms.
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Task/Event Completion Before Workflow Transition: The Opportunity should only move to the next state (e.g., Submitted, In Progress) if the related Task or Event is marked as Completed.
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Create Tasks/Events within Opportunity: I need to create Tasks and Events within the Opportunity and ensure the Opportunity progresses only after they are completed.
Questions:
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How can I link and view Tasks/Events from the Opportunity form?
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How can I enforce a condition that blocks workflow transition until the Task/Event is completed?
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Is there a way to create Tasks/Events directly from the Opportunity form?
Any guidance on how to implement this would be appreciated!
Thank you!