field_module | Community Creatio

Question

08:40 Jun 14, 2022

HI,

I've installed the field module app and configured "rules" & "actions".

Now I need to add a new "visit" activity with actions rule that I defined using a business process. I successfully created such record, BUT I can't find the way how to define the actions ("Actions - Visit" detail) when I'm creating the record in the business process.

Any Idea?

Thanks,

Eran.

3 comments

Aleksei Efimenko

11:56 Jun 20, 2022

Dear Eran,

Actions - Visit - it is a detail.

Detail has its own object.

So, you need to use one more business process element "Add data" to add records to the object of the detail.

It is impossible to create records in multiple objects using 1 business process element.

Best regards, Alex,

Eran Malik

15:39 Jun 21, 2022

Thanks Alexsei,

I've tried to add a record to the "Actions - Visit" detail (VisitActions table), BUT the "VisitActions" object is NOT on the list of Objects to select of the "Add data" element...

Any Idea ?

Aleksei Efimenko

15:49 Jun 21, 2022

Eran Malik,

Please contact a creatio support team.

They will escalate the question to the responsible team and I hope your issue will be solved.

Best regards, Alex.

Show all comments

Subscribe to field_module