I’m trying to create a Quote dashboard. Part of what they want to see on the dashboard is Task conclusion and Task reason code.
What table links the task conclusion and reason code to the quote?
The Task table has that info, you’ll tie it to the QuoteHed table with QuoteHed.Quotenum = Task.Key1. You’ll also want to add a criteria to the task table for RelatedToFile=QuoteHed. Depending on your task set setup, you’ll probably want to add some other criteria to return the final result for the task set and not every individual task related to that quote.
Thank you!