Creating Multiple Tasks In One Go

[Triggerz]

Hi,

I wanted to create a button that will invoke a modal form that will allow me to create multiple tasks in a table format.
is this possible to achieve in EspoCRM?

Thanks & Regards...

[victor]

I don't quite understand your request.
Please describe it in more detail or provide an example of similar functionality.

[Triggerz]

Hi Victor,

In our company, when we update an Opportunity into a certain status, we create 5 Tasks that will be assigned to 5 different departments/users.
Instead of manually creating the tasks one by one, I am looking for a way to automate it, like clicking a Generate Task button that will create all 5 tasks automatically.

Thanks

[lazovic]

Hi Triggerz,

You can use the workflow with the manual trigger type and the Execute Formula Script action:

$oppId = workflow\targetEntity\attribute('id');

$taskName = 'Task Name';
$usersIds = list(
    '664eebcb54ff1202f',
    '664eebf3880883792',
    '52eb6b7c2a118',
    '52bd6193938c5',
    '65ccae48919863538');

$tasksCount = 5;
$i = 0;

while ($i < $tasksCount) {

    record\create(
        'Task',
        'name', $taskName,
        'assignedUserId', array\at($usersIds, $i),
        'parentId', $oppId,
        'parentType', 'Opportunity'
        );
        
    $i = $i + 1;
}

[Triggerz]

Thanks lazovic, Can you also guide me on how I can create a button to trigger the workflow?

[lazovic]

Triggerz,

Kindly ask you to note that workflows is the Advanced Pack extension feature: https://www.espocrm.com/extensions/advanced-pack.

Workflow should look like this:




You will find the "Generate Tasks" button in the Opportunity record in the upper right corner.

[Triggerz]

Hi lazovic, I found out that the button can be set in the Advance Pack when creating workflows. Thanks

[Triggerz]

Triggerz,

Kindly ask you to note that workflows is the Advanced Pack extension feature: https://www.espocrm.com/extensions/advanced-pack.

Workflow should look like this:




You will find the "Generate Tasks" button in the Opportunity record in the upper right corner.

lazovic thank you so much