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Workflow - Howto create task from email in a case with case number in task name

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  • Workflow - Howto create task from email in a case with case number in task name

    Hi,

    I would like to create a task whenever an email is sent in a case. The task should have the case number in its name, e.g. Task for case 105
    I cannot get this last part to work.

    I've tried to use the formula:

    Code:
    name=string\concatenate('Task for case ', parentId);
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    but this results in the database ID, not the case number:

    Click image for larger version

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ID:	48246



    Any help would be appreciated.

    Leon

  • #2
    Hello,
    try this name = string\concatenate('Task for case ', parentName)

    Comment


    • #3
      Hi Maximus,

      Unfortunately this does not seem to work.
      parentName results in nothing being added:

      Click image for larger version

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      parentType does work, it adds Case to it

      Click image for larger version

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      So it seems that only parentType and parentID work.

      Comment


      • #4
        You can try to write a hook https://www.espocrm.com/documentatio...lopment/hooks/

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