Hello everyone,
I am having trouble with task sets on quotes. For our business we will create a quote for a building that might be sent to multiple general contractors that are bidding on the project. When the quote request is put into kinetic it assigns a task set to go through the appropriate process to create a quote. (The bulk of the quoting process is external to kinetic, but we’re tracking when each task is done with the task set.) After the quote is in the “Quoted” stage and before it is Won or Lost, it might need have the sold to customer changed from the one that was originally selected, to another GC that the quote was sent to. When I do this, it triggers the GetTaskTreeDataSet service and creates a second set of tasks from the task set.
So far I have tried several things ranging from an app studio event to intercept the call to GetTaskTreeDataSet to a pre-processing method directive on GetTaskTreeDataSet to delete or void the additional tasks as they’re created to an intransit data directive to catch the new tasks as they’re created and delete them there before they’re written to the database.
Needless to say, none of these have been successful and I feel like I’ve tried enough different methods now that I’m getting lost on where I should be trying to focus. Any help you can offer would be greatly appreciated.
This is in the test environment on version 2024.1.15 and almost all of what I’ve done has been widget based.