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 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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Hi Kayla Ebert,

I don't have a Subscriptions module, but I took this screenshot of the element I would use to make this happen in a process definition for my stock Opportunities module:

This screenshot shows a Process Definition Action configured to Add Related Record, and includes the Related Module dropdown set to Tasks, and the Assigned To field set to Record Owner.

My expectation (without having fully tested it in this specific scenario) is that this will result in a new Task record related to the Opportunity that triggered the process, assigned to the same user who is assigned to the Opportunity.

I hope this is helpful.

Hi Patrick,

I now see what the issue was. There was no "relationship" built between our custom module (Subscriptions) and Tasks. I added a many to many relationship in Studio and built out the rest of the process definition. For some reason, no task is created when I create a new subscription. I'll continue to play around with it!

Edit: it was working! I was not the assigned user of the record so I was not seeing the tasks as they were created. Thank you for your help!

Thank you!!!

Hi Patrick,

I now see what the issue was. There was no "relationship" built between our custom module (Subscriptions) and Tasks. I added a many to many relationship in Studio and built out the rest of the process definition. For some reason, no task is created when I create a new subscription. I'll continue to play around with it!

Edit: it was working! I was not the assigned user of the record so I was not seeing the tasks as they were created. Thank you for your help!

Thank you!!!