How to establish links in Create New Record in Workflow

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  • happyfriday
    Junior Member
    • Jun 2025
    • 19

    #1

    How to establish links in Create New Record in Workflow

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ID:	119884I am currently in the workflow to create a custom entity Scheduled Task, triggered by creating a Project task (from task management extensino). My scheduled Task has a link to a Project task, and both the project task and my scheduled task have a link to a project. This sounds redundant, but I want to display the scheduled task directly in the bottom panel of a project, and to my understanding this design is the quite convinient. When the workflow creates a scheduled task triggered by a project task instantiation, I want to link the new Scheduled Task's project task link to the project task triggering the workflow, and the scheduled task's project link to the project tasks project.

    Does anyone know how I can achieve this?

    Thanks
  • victor
    Active Community Member
    • Aug 2022
    • 967

    #2
    In my example, instead of "Scheduled Task", I used "Visit". The rest is similar to what you wanted.

    1. Relation between Project and Visit (screenshot 1).
    2. Relation between ProjectTask and Visit (screenshot 2).
    3. Action of my Workflow (screenshot 3).
    4. Bottom Panels settings for Project (screenshot 4).
    5. Result of displaying Visit created using Workflow, which is related to both ProjectTask and Project (screenshot 5).
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