BMP setting subject for new task record

Hi John McKenzie, are you using the Add Related Record action type in your process definition? If so, if you scroll down in the settings pop-up, you can see a list of fields on the Tasks module that you can pre-populate with values. In your case, you would input a value for the Subject field:

You can also set it to a dynamic value using the gear icon next to the field. This lets you use other fields on the contact to set the task's subject, such as appending the contact's name, for example.

Hope this helps.

-Brenda

Thanks Brenda, i think there something going on with the settings here. The field was require but I've taken that off as the documentation said it would not show in the BPM create records fields, how ever its still not showing. Thanks for confirming it should be there though :-)

Hi John McKenzie ,

You shouldn't need to mark a field as not required to be available in the create record action. From your screenshot, Status and Priority are flagged with an asterisk indicating they are required fields. Can you paste the contents of the following file here for review?

./custom/Extension/modules/Tasks/Ext/Vardefs/sugarfield_name.php

If you don't have direct file access to the server hosting Sugar, you can get a copy of your custom directory by going to Admin > Diagnostic Tool.

Chris

Interesting, that does seem strange. Could you point out where in the documentation it states that? We may want to get that updated to be more clear since I don't think that's true.

Thanks!

-Brenda

Hi John,

I'm a little late chiming in on this...

I created a button in the Calls Module that creates a task to follow-up on the call.  I set the Subject field to be the text:"Follow-Up: " and added the Subject Line of the Call.  The field looks like this:

Follow-Up: {::Accounts::call_subject_c::}

The priority and due date are standard.

You might code your Subject field with some text and the contact name as Brenda suggested...

Thanks Brenda / Bud,

I've followed this up with our developers and it turns out that its a code level change that has knocked the BPM functionality off!!

It was specified before my time but i'll need to see if it can be removed.

John

Aha, I'm glad you were able to figure out what's going on!

-Brenda