CreateTask (V1)

 This activity was migrated to a new namespace. For new workflows use CreateTask (V2) in Cmc.Nexus.Crm.Workflow.

The CreateTask activity enables you to create a Anthology Student Contact Manager activity, a CampusNexus CRM Interaction, an appointment, or a notification. The Task is associated with a Person Id.

Task is a variable that calls the newTask() function. The newTask() function is defined in the Common Contracts environment of Workflow. It can therefore be used in workflows for multiple applications, such as Anthology Student and Anthology CRM.

The CreateTask activity creates an instance of a Task; it does not save the Task to the database. The workflow can include other activities that manipulate the Task before it is saved. To persist the Task in the database, insert a SaveTask (V1) activity.

Note: In Workflow Composer 3.0 with Anthology Student 21.0 and later, the "Email Subject" and "Validation Messages" properties are added to the CreateTask activity.

CreateTask

This workflow example uses the following variable definitions:

CreateTask Example - Variables

Properties

CreateTask Properties
Property Value Required Notes
Assign To InArgument<Int32> Yes Specify the OwnerUserId using a VB expression or variable, for example:

entity.Prospects(0).AssignedAdmissionsRepId.GetValueOrDefault (Converted)

Note: The AssignedAdmissionsRepId used in this example must be converted into a Person Id if it is to be used in a CreateTask activity. The Related To property in CreateTask expects a Person Id. Use the CVueIdToPersonIdActivity to convert the AssignedAdmissionsRepId to a Person Id.

In the example above, the activity labeled "Convert Staff to AdRepStaffPersonId" performs the required conversion of the AdRepStaffPersonId using the following properties.

Convert StaffId to AdRepStaffPersonId
DisplayName String No Specify a name for the activity or accept the default.
Due Date InArgument<DateTime> Yes Specify a date using a VB expression or variable, for example:

DateTime.Now.AddDays(5)
Email Subject InArgument<string> No Enter a string that indicates the email subject.
Note InArgument<String> No Specify a note related to the Task using a VB expression or variable, for example:

"Check out" & entity.FirstName & " "& entity.LastName

In the database, message body consists of Template+Note, i.e., the Note value is appended to the Template.

Priority InArgument<TaskPriority> Yes Select a value in the drop-down list of the activity in the Designer window.
Related To InArgument<Int32> Yes Specify a Person Id using a VB expression or variable, for example:

entity.PersonId

Note: If a preceding activity in a workflow returns an Id that is not a Person Id, insert a CVueIdToPersonIdActivity into the workflow before using this property.
Start Date InArgument<DateTime> No The time the activity is scheduled to begin. Only the time portion of this value is relevant. Specify a value using a VB expression or variable, for example:

DateTime.Now
Subject InArgument<String> Yes Enter a string that indicates the Task subject, for example:

"Person Updated"
Task OutArgument<Task> Yes This is the variable Cmc.Nexus.Crm.Task that can be used in subsequent workflow activities.
Task Status InArgument<Int32> Yes Select a value in the drop-down list of the activity in the Designer window.
Task Type InArgument<Int32> Yes Select a value in the drop-down list of the activity in the Designer pane. If you know the Task Type Id, specify the Id value in the Properties pane.
ValidationMessages OutArgument
<ValidationMessageCollection> 		No Specify a variable that can be used to capture validation messages. For more information, see Capture Validation Errors.
WorkFlowInstance InArgument<Guid> No Specify the Id associated with the workflow instance to resume using a VB expression or variable. The variable type for the InArgument is System.Guid.

var type Guid

To remove a WorkflowInstance value, see Clear a Workflow Instance Id.

To see how this activity can be used in a workflow, refer to