Task from a BPMN

[ChrisCross]

Dear Espo community,
I want to create a task from a BPMN process. The target entity type is Account. The process is started from the account mask.
In the task created in the process, the "Relates to" field should be automatically set to the original customer.
How can I implement this?

Many thanks for your help.

Best regards, Chris

[victor]

Hi ChriscCross,

If I understood you correctly, you want that in the action of creating a Task, this created Task has a relationship with Account? If so, then in the BPM settings of the Task you created, you need to select Account in Link with Target Entity through relationships as shown in the screenshot.

[ChrisCross]

Hi Viktor,

thank you that works great.


Greetings