Hello if i understand correctly, if your selection value change into specific one then you would like to create an activity right, if that so you can do like this image which i config an example for language field of partner

I'm on version 17 and i do not see conditions like on creation or on update like in version 16. Is there a work around it or way to turn it on?

Hi,

Please try this way..

Define the Automated Action:

Model: Select Sales Order (or the specific model where your selection field resides).

Trigger: Choose On Creation & Update if you want the action to trigger on both creation and update of the Sales Order.

Conditions: Set conditions based on your selection field. For example, if the field is named x_selection_field:

• Condition: x_selection_field == 'Option A' (adjust the condition based on the field name and option value).

Set Scheduled Activity:

In the Actions tab: Click on Add a line to create a server action.

Define the action as follows:

Action To Do: Select Create a New Record.

Model: Choose Mail Activity (or Calendar Event if using calendar activities).

Values: Define the activity details, such as:

Activity Type: (e.g., Meeting, Call)

Summary: Add a summary for the activity.

Due Date: Set the due date for the activity.

Assigned to: Choose the user or role responsible for the activity.

Sales Order ID: Link the activity back to the Sales Order (use the record's ID).

Testing the Trigger:

Create or update a Sales Order: Select the option in your custom selection field.

Verify: Check if the scheduled activity is created based on your defined conditions.