Daniel Morgan

Using Workflow to Create Tasks -- Linking to Module

Discussion created by Daniel Morgan on Jan 4, 2017
Latest reply on Feb 17, 2017 by John Harr

Hello!  Hoping for some help within a workflow we've developed.  It's a simple workflow used to create a few tasks once a user creates a meeting of a specific type.  We would like the associated tasks to be linked to the meeting and shown in the Tasks subpanel but are having some difficulty.

 

Conditions and actions are as follows:

 

 

 

The Tasks seem to be creating properly, however, they are not being shown in the Tasks subpanel of the Meetings module:

 

 

 

 

The Meeting IS shown in the subpanel within the Task module but we would like it to be ther other way around.  Is this possible??

 

Thanks!

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