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Simplified Example:

In Purchase Order, I create an activity "Approval". I want to automatically set the Assigned To field to the Responsible User field in the respective Purchase Order.

For this, I use Automated Action that is triggered when an Activity is created, with the action to update the record's field Assigned To using python expression.

I'm stuck because the triggering record is the activity, I don't know how to get the Purchase Order's Responsible User value. What should I put in the python expression's value field?

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Tekijä

@Jaideep no, the automated action I need is to automatically set the Assigned To to whoever Responsible for the Purchase Order. The user who create the Activity might be different from the Responsible user of the Purchase Order.

Paras vastaus

Is creating the activity 'approval' the automated action you need?

Then the automated action would look something like

Model - Purchase Order

Action to do - Create Next Activity

Activity - Approval

Activity user type - Generic user from record (user field name is pre-populated 'user_id')

Trigger - this would be the condition when you wish to create the activity in the model

Just creating an activity wouldn't need an automated action as it assigns to user creating it

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