Task Creation Automation

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?

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0 Chris Raffle 4 months ago

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

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
0 Zach Gonzalez 4 months ago 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 Bud Hartley 4 months ago 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)

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0 Bud Hartley 4 months ago 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)

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