[Vtigercrm-developers] Workflow action to create a record and use the parent record's owner - similar to Create Task

[Alan Lord]

I'd probably work this out by copying the "Special Option" from the 
VTCreateTodoTask.tpl (and associated View/Model/Action etc.) into the 
Create Entity process.

https://code.vtiger.com/vtiger/vtigercrm/-/blob/master/layouts/v7/modules/Settings/Workflows/Tasks/VTCreateTodoTask.tpl#L66

HTH

Al

On 13/08/2025 10:18, Alan Lord wrote:
> A couple of related tickets:
> 
> https://code.vtiger.com/vtiger/vtigercrm/-/issues/1588
> 
> https://code.vtiger.com/vtiger/vtigercrm/-/issues/926
> 
> https://code.vtiger.com/vtiger/vtigercrm/-/issues/39 (Might have some 
> clues in Satish's patch)
> 
> HTH
> 
> Al
> 
> 
> On 13/08/2025 10:02, Alan Lord wrote:
>> This has been a known problem for a long time...
>>
>> http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-January/025380.html
>>
>> I thought I had created a ticket on code.vtiger.com for it but can't 
>> find it.
>>
>> Al
>>
>>
>> On 12/08/2025 19:30, Steve Kenow wrote:
>>> At first glance, I thought the addition of 'Create Task' to the 
>>> workflow actions applied to Projects and Project Tasks, because I was 
>>> looking at adding project tasks to a project. In that action, you 
>>> have the action to assign the task to the parent record's owner. It 
>>> turns out that what that creates is a *Calendar* Task. Using the 
>>> Create Record action (what I had been using all along), the option to 
>>> assign to the parent's owner isn't there.
>>>
>>> What needs to be modified to add this option to other assigned to 
>>> fields, specifically for workflow actions - create entity?
>>>
> 
> 
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