I have a question about action plan tasks. When you use the action plan functionality it creates a task. How do you differentiate between "Normal" Tasks and action plan tasks?
This is mainly for reporting against action plan tasks vs non-action plan tasks and using it down the line.
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Tom Bassett (Vera Solutions)Hello,
There doesn't appear to be a standard or packaged field for these purposes.
However the Task Object does have a relationship to the Action Plan Item Object.
When a Task is created as a result of a Item a Record in this Object is created and the Task is stored in the ItemId field.
Therefore using a Record Triggered Flow on Task Creation (or something similar) you could search for a matching Action Plan Item. If one is found you can then take the necessary action for example checkbox = TRUE.
Thanks, Tom
