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en:extensions:workflowdesigner:tasks:record-management:create-record [2015/10/08 19:33] swarnat |
en:extensions:workflowdesigner:tasks:record-management:create-record [2021/09/19 12:39] (current) swarnat |
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| ====== create Record/Task/Event ====== | ====== create Record/Task/Event ====== | ||
| - | + | https://manuals.redoo-networks.com/wiki/manuals/view/Workflow%20Designer/Workflow%20Actions/Record%20Management/create%20RecordTaskEvent/ | |
| - | You could create records, which don't have to be related to the record of the workflow. | + | |
| - | All documentation from [[en:extensions:workflowdesigner:tasks:record-management:set-value|"set value"]] task are also valid for this task. | + | |
| - | ==== Calender entries ==== | + | |
| - | + | ||
| - | There are special tasks 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 task 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". | + | |