Record Management - create Record/Task/Event

Page / - last modified by Stefan Warnat on 2021/09/19 14:40

create Record/Task/Event

last modified by Stefan Warnat

on 2021/09/19 14:40

Table of Contents

Calender entries

Reminder

Environment

duplicate record check

You could create records, which don't have to be related to the record of the workflow.
All documentation from "set value" action can also applied on this action.

Calender entries

There are individual actions for calendar entries, because they have to be created in a special way.
Please pay attention what type of Calender Record you want to create. (Event or Task/Todo)

Because of a different internal handling, you must only enter the start date in the field “Start date & time”.
Also to create a todo it is required to set the Due Date manually by Workflow Designer.

Reminder

If you want to use the Reminder Feature of Vtiger, you could write any value into the field “Send Reminder”.
This value will be interpreted as “minutes before the event”, which will be written to the correct values.

Environment

If you click the “Environment” link in the action configuration you could enter a environmental variable, which should hold the id of the created record. This ID could be used later in the workflow.

duplicate record check

This is a new feature, which will check the fields you configure for already existing records, before creating the new record.
If you set to check E-Mail and LastName field, the task will be search for already existing records with the same E-Mail and LastName Value, like the one you want to create. If they exist, the record won't be created.
But if the Task have found an already existing duplicate Record you could configure fields, which will be updated from the configuration you configured for the new record.

To get a check, if the record was created new, you could use the new environmental variable “was_created_new”, in the task configuration. (click on “Environmental” to expand the variable configuration)
If the record was created new, these variable will contain a “true” and if not “false”.