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BMP setting subject for new task record

John McKenzie

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

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    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...

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

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  • 0

    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...

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

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