SMS to PTO workflow

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  • nocstaff@urbancom.net
    Member
    • Jul 2025
    • 73

    #1

    SMS to PTO workflow

    I'm currently working on a worflow that will automatically enter a PTO in the shared calendar for the person who texts "out sick" to our phone number. I made an sms workflow that triggers after record is created, and in the actions panel I added a "create record > PTO" action with the settings you can see in the screenshot. If I hardcode in an assigned user, it runs just fine and does what I need. But I don't know how to set the assigned user dynamically. How can I achieve this?
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  • victor
    Active Community Member
    • Aug 2022
    • 1024

    #2
    You may want to assign data from the "Assigned User" field in the VoipMessage to the "Assigned User" field of the PTO entity.

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    • nocstaff@urbancom.net
      Member
      • Jul 2025
      • 73

      #3
      I tried that at first but I don't get that option when creating a record
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