How to Dynamically Assign Tasks to Other User Fields

How to Dynamically Assign Tasks to Other User Fields

Introduction

This article describes how to assign tasks to a user field in your CRM. If you have any questions, please reach out to support@bluroot.ca

How to Use

On the Workflow rule set up page, there is an option to build a custom function. Below are the steps to build a custom function to dynamically assign a task to a user field:
  1. Open the Workflow Rule set up page
  2. Under the "Instant Action" section, click the "Function" Option
  3. Enter the Function Name and Display Name in the pop up window and select Next
  4. Copy and Paste the code attached in this Knowledge Based article into the Deluge page
  5. Edit the following section in the Deluge code to complete the script:
    1. User Field API Name
    2. Task Name
    3. Edit the function argument
  6. Select "Save" to save the custom function
The associated code only works for the deals/mortgage module.
The video below demonstrates a step-by-step tutorial on how to to build a custom function to dynamically assign a task to a user field.