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Task Creation Automation

Zach Gonzalez

Is there a process definition that allows you to create a task automatically? I know if the old workflows there is and I currently have one set up there to create a task whenever an account is closed won. I am trying to migrate this to the process definitions since the old workflows are no longer supported. I am not seeing this as a possibility. Am I over looking something? Anyone know?

  • 0

    Hi  ,

    Creating related tasks is possible with SugarBPM. The method to do so depends on what action you want to trigger the task creation and what record you want the task related to. When you say 'account is closed won' do you mean if an opportunity for an account is updated to closed won? If so, do you want the task related to the opportunity or the parent account?

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

  • 0 in reply to Chris Raffle

    hi Chris,

    I probably gave a bad examples by using the sales stage because we are not using opportunity as intended by sugar. A better example of what I am truly trying to do is trigger a task when a field in the account module is no longer blank. When our accounts are live we populate a field with an ID, so i would like to use this field becoming populated to trigger my task. 

  • 0 in reply to Zach Gonzalez

    Hi Zach,

    I have a number of these... Create a BPM with the Start Point set for the field not being equal to a blank (I have some set for "All Updates" and Others that are set for "New and All Updates".

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

  • 0 in reply to Zach Gonzalez

    Hi  ,

    Thanks for the added detail! My recommendation is to create a process like the following:

    The top start event is only necessary if there is a scenario where accounts can be created with that ID populated on creation. The bottom start event covers the use case you cite and would look like this:

    The start event feeds into an 'Add Related Record' action element that you configure to create your task with all the desired details:

    I hope this helps!

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

  • 0 in reply to Chris Raffle

    Thanks Chris, it was the add related record function that I was missing and not connecting it to creating a task. I am all set now! Thank you!