Workflow Module: Help with Projects and Project Tasks

💬 General Discussion
1

I have built a workflow that based on a condition it will update some fields on the account and create a project for that account. I also want it to create the project task, and relate it to that newly created project. I can get the process to do everything but relate the newly created project task to the newly created project…it creates the project task as an orphan. Any assistance would be appreciated. PDF of the workflow config is attached. Im using SuiteCRM 7.0.2

2

Hi dgreene,

Workflow currently doesn’t support the functionality to handle relationships within the workflow. If you would like to see this feature in new releases, please post in our Suggestion Box.

Thanks,

Will.