HELP - Automatically assign task based on task name?

[PhotoMommie]

Is there a formula that I can use to automatically assign a task based on a predefined task name?
My issue is that the data entry tech is sloppy sometimes and assigns tasks to the wrong person, and things are getting missed. Fun times, people.

Please let me know, I am struggling to use formulas in this platform.

[Maximus]

Hello,
Are you trying to use the formula like this?

ifThen(
    activityName == 'POST-Pull Maps and Send to Agent',
    assignedUserId = 'qweqeSD321adsad';
    assignedUserName = 'Admin'
)

[esforim]

Off-topic: Did you create a Enum field for your task? Do you still use the original task "Name" field?

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But yes, using formula is probably the best way, workflow will have a delay. If you need help with formula here is one example of my basic formula: https://forum.espocrm.com/forum/deve...o-case-account

Not sure if it possible yet, but you probably do want to workflow it in the future as there will be multiple task step that are usually the same for certain standard services.

[PhotoMommie]

I have not purchased the Upgrade, but thank you for the tip. Maximus Thank you so much! You are the best!