Create a Task to Follow-up on a Call without losing the Call to Contact or Account connection

I'm stumped on how to do this and I could use some help.  There's NO Custom Code, so this needs to be done with Studio and BPM.

When a call is logged, I want to create a Task for follow-up without losing the relationship of the Call to the Contact or Account.  This is what I coded in Studio:

  1. A checkbox was added to the Calls layout that indicates Follow-Up is needed
  2. When the box is checked, two new fields appear:
    1. Task Due Date
    2. Task details
  3. When the Call record is saved, a BPM is triggered to create the task
    1. The Task start date is set as the Date Created
    2. The Assigned User is the user that created the record
    3. The Task Due Date is pulled from the Follow-up Due Date field in the call record
    4. The Task Detail is pulled from the new field in the Call Record: "{::Calls::follow_up_task_detail_c::}"
    5. The priority and status are set as the defaults
    6. That task name is set as "Call Follow-Up: {::Calls::name::}"
  4. I have a second process that sets the Team to match the Team of the Account or Contact Record associated with the Call

The issue I'm trying to resolve without any custom code is:

  • When the Task Record is created, the Task Flex Relationship is changed to the Call and the relationship with the Contact or Account is lost

I've played with several alternatives without success.

Does anyone have a suggestion of what I should try next?

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  • Hi  ,

    There is no direct way to create sibling records in SugarBPM. The best way I can think to achieve this use case is to do the following:

    1. Create fields on the account module for the fields from your Calls module that you want to carry over to the follow up task (e.g. Call Name, Task Due Date, Task Details)
    2. Have a process configured so that when a call is completed, it updates those fields on the parent account
    3. Have a second process on the accounts module that triggers when any one of those fields change, that it then creates a related task

    Chris

  • SUCCESS!  Thanks !

    Wow, It works!  Thanks for the insight.

    FYI: Because of the Flex Relate field, I had to add fields to both the Accounts and Contacts Modules (I may have to add them to other modules, but Calls aren't normally attached to them).

    The process to copy the fields from the Calls Module to the Account and Contact is a parallel path.  The individual Task Creation processes has a final step of erasing the fields that were copied from the call.

    Thanks again for the insight of an approach to do this Chris.  I appreciate your help!

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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  • SUCCESS!  Thanks !

    Wow, It works!  Thanks for the insight.

    FYI: Because of the Flex Relate field, I had to add fields to both the Accounts and Contacts Modules (I may have to add them to other modules, but Calls aren't normally attached to them).

    The process to copy the fields from the Calls Module to the Account and Contact is a parallel path.  The individual Task Creation processes has a final step of erasing the fields that were copied from the call.

    Thanks again for the insight of an approach to do this Chris.  I appreciate your help!

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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