Workflows actions - Create task

[office]

Does this option exists or planned to be implemented in paid advanced pack workflow?

[victor]

Actions > Create Record (or Create Related Record) > Entity > Task


You can register Cloud and test the Advanced pack extension functionality for free for 30 days. You can also test on the demo: https://www.espocrm.com/demo/.

[office]

thank you. is there some database with examples of workflows to see more? from the docs its very cryptic.

[yuri]

It's very simple. Nothing very crypic.

An admin creates a workflow rule for some entity type, e.g. Case.
They define a trigger type, for example, 'after record created'. It means the rule will trigger when a Case is created.
They specify additional conditions requiring for the rule to trigger. E.g. if an Assigned User is empty.
Then, they specify actions to perform against the target record (the created Case). E.g. 'Apply Assigned Rule', to assign the case automatically to a user.