I have a table with Contacts. I want to apply a Mass Action where a user can check off various Contacts and Tasks are automatically created. I’m able to create the Tasks, but I can’t figure out how to associate the Tasks to the correct Contact and Account.
Any help is greatly appreciated.
Question
Create Tasks using Mass Action on Contact Table
+5This topic has been closed for replies.
+17- Nintex Employee
This should be totally possible. A few notes.
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Make sure Contact ID and AcountID are in the contact model that you have the page on.
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In your action sequence I assume you are usin gthe “Create new row(s)” action. It has a “Add default values” sub-option that you will need to use to pass values into the new row from your contact row. Using the “Update field on rows” action will not work.
- You probably want to pass the contact {{Id}} value into the WhoId field on the task, and the contact {{AccountId}} value into the WhatId (or AccountId) field on the task.
This sort of mass record creation tool - that prepopulates the records contextually - is a really cool feature that is sort of buried in Skuid. You can almost do ETL with Skuid. Super cook for an administrator needing to clean up a bunch of things…
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