Auto create task when subscription is added

Hi Kayla Ebert,

If I am understanding you correctly, the main hurdle to overcome is making the new Task related to a related Contact instead of the Subscription.

I am not aware of a way Advanced Workflow can handle this.

Legacy Workflows can potentially do this. Take a look at this screenshot from some of the popup options available in Legacy Workflows:

Alternatively, this sounds like it is achievable with a fairly trivial custom logic hook.

Hi Kayla Ebert,

If I am understanding you correctly, the main hurdle to overcome is making the new Task related to a related Contact instead of the Subscription.

I am not aware of a way Advanced Workflow can handle this.

Legacy Workflows can potentially do this. Take a look at this screenshot from some of the popup options available in Legacy Workflows:

Alternatively, this sounds like it is achievable with a fairly trivial custom logic hook.

Hi Patrick,

As the client (contact record) is associated with the subscription, it wouldn’t be horrible for the task to be related to the subscription. I’m still struggling with how to make that happen. Would you be able to point me in the right direction? I feel like it must be simple!

Thank you,

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Hello Kayla Ebert,

First if you are using ENT edition of sugarcrm then you can simply do this by using Advanced Workflow in just 5 min.

http://support.sugarcrm.com/Documentation/Sugar_Versions/7.8/Ult/Administration_Guide/Advanced_Workflow/Process_Definiti… 

Create Process Definition by selecting Subscription module and design as per above link.
1) Criteria for new records only. 

2) Then Add an action event and choose Add related record.
3) Select task relationship and set the values for task record that you want to populate when task created.
4) End the event by selecting terminate it.

Thanks
Prashant