Help Help Help - im like a fish outa water here

[Meyer]

Good morning all!

Here lies my problem.

Im in contact screen and go to create a new case, go to full form and it builds a relationship with contact 100%. etc.

but i build a workflow to say that the moment a case is created where case type = xxx then create a task yyy. this tash is related to the case and not the contact. i have to go into the task and then click on contact and link it to the contact.

how can this be done automatically when case is created?

cheers

paul

[Triffid]

automation of task creation should be done by using logic hooks

I did a few, an example of one is where a case is created. Upon creation the case needs 3 tasks with different users assigned.
in custom/modules/Cases i created a new logic_hook.php with the following contents:

<?php
    $hook_array['before_save'][] =
        Array(1,
        'createTask',
        'modules/Cases/create_case_task.php',
        'case_create_task',
        'createTask');
?>

then in modules/Cases make a new file named case_create_task.php
and put the following in:

<?php

class case_create_task {

    function createTask(&$bean, $event, $arguments) 
    {
	}

 }
?>

Do whatever you need to do in the function createTask
If you need more info PM me

[kbrill]

Good morning all!

Here lies my problem.

Im in contact screen and go to create a new case, go to full form and it builds a relationship with contact 100%. etc.

but i build a workflow to say that the moment a case is created where case type = xxx then create a task yyy. this tash is related to the case and not the contact. i have to go into the task and then click on contact and link it to the contact.

how can this be done automatically when case is created?

cheers

paul

We were talking about this today and I think we came up with a solution that might work, I have not tested it at all so bear that in mind.

Use two workflows.

Workflow #1
Based on Cases, updates a custom text field in contacts (you dont even need to show the custom field on a view). We will call the text field "Case_Started"

-Set "Case_Started" = 1.

thats it for workflow #1

Create workflow #2
Based on Contacts
When "Case_Started" changes value and the new value is "1"
-Create a task related to this contact
-Set the value of "Case_Started" = 0


It looks a little clunky but it should work. Let me know

[Meyer]

thanks a lot, but is workflow not triggered by saving a module? dont you have to be in contacts module and save the contact before the workflow takes action?

thanks

Paul

[kbrill]

No, not really, a workflow is trigger by a save. The first workflow changing a field, does so by saving the record, thus triggering the workflow. You don't have to manually save a record to trigger a workflow

[Meyer]

nope, not kicking the workflow of either