Version 7.10.11
workflow module - contracts
action - create record - task
add relationship - account - field - account
by right when the task is created, it should be related the account of the selected contract.
but in the “related to” column in task list view, it shows the contract name.
pgr
11 January 2019 13:48
2
Have you tried using the “account id” field in the relationship instead?
Yes I did, I’ve also tried “ID” and also “value” - specify the exact account name from the pop up selection box.
None of above works.
pgr
11 January 2019 14:46
4
I think the problem is that you are in a Contracts workflow, not in an Accounts Workflow, so there is no Account id there.
You can make it
create an a new task and link it to the current Contract
but it’s not smart enough to
create an a new task and link it to the Account to which the current Contract belongs
Can you code some basic PHP? You could do this from an after_save logic hook. See the Developer Guide.
https://docs.suitecrm.com/developer/logic-hooks/
but I found it is interesting that it works if I do :
Contracts Workflow
Create Task - Add Field - Task Title - Account, it will set the task title to the account name
Create Task - Add Field - Description - Account, it will set the Description field to the account name
So I guess it is able to get Account Name, but it just unable to set the relationship.
pgr
11 January 2019 16:51
6
Yes it is possible that it uses better logic when fetching the related data for a field, but not for the relationship. if you are a developer, or have one in your company, I suggest you get him/her to look at the code doing this in one case, and copy it (adapt it) to the other case, and then contribute this enhancement to the Community!