Hi All - Sugar Enterprise v14
I've created a process definition that triggers a new record task for a user when the parent Contact record is set to deceased/do not contact.
I can create the task record but there but i cant find a way to fill in the Subject field, tasks are being created with no subject.
The subject field has no calculation on it and has not been set to 'required'
Is this possible?
Thanks John
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
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 :-)
