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Suitecrm calculated fields6/1/2023 ![]() ![]() – Create workflow that is conditioned upon a Task having a parent type of "Account." You don't have to have this field in edit or detail view, albeit I included it while testing to make sure it was populating correctly. – Add a Data field titled "Parent Account" (or something easily identifiable" to Tasks. – (I already have a CSR and Agent data fields in Tasks Module) ![]() For example, having quick checkboxes to push the task back and forth between a CSR and AGENT as an account gets worked on and approved/modified along the way.īecause SuiteCRM uses "Parent Types" and then IDs, the "Modify Record" doesn't appear to have the parent's fields available to use for automation workflows. Having the data fields in the task itself will allow the fields to be used when other modules are sub to the original Task. ![]() In this case, I want to add a CSR and AGENT to every Task for tracking and assigning. I want to populate (using modify) custom fields in Tasks module from the parent module. By using the "Action" of Calculate Fields, one can "pull" field information to use that isn't available in "Modify Record." Workflow doesn't make it exactly easy to populate fields in one module from another in certain situations.
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