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?
Hi Zach Gonzalez ,
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
Hi Zach Gonzalez ,
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
