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Creating tasks with a base plus entity

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  • Creating tasks with a base plus entity

    Hi there,

    I have created a base plus entity and created a relationship between that and contacts. When I create a task for that entity, I would like Espo to filter the list of available contacts to the contacts that are linked to that entity, as it does with accounts.

    Likewise, when I add a task against a contact linked to the new entity, I would like it to automatically make the parent of the task the new entity, rather than the contact (again, this is how it works with accounts).

    Is this possible?

    Many thanks.

  • #2
    Does anybody have any ideas about how I might achieve this? I think it needs to be done with Workflows but unfortunately I just don't have the expertise to set it up.

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