Automatic Task Creation with Business Event and Import Scenario - Everything Else https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/ Acumatica User Group Forums en-US Wed, 17 Jun 2026 00:03:15 +0000 wpForo 60 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-9288 Thu, 30 Sep 2021 19:14:48 +0000 Hi Everyone,

As you can see, the process outlined above is really clunky. I haven't tried it for anything outside of Sales Orders, but I assume that there are land mines to be found.

I thought I'd point out a new feature in Acumatica 2021 R2 which makes the clunky process above obsolete.

You can read about this new feature on page 284 of the Acumatica 2021 R2 Release Notes. Here is a screenshot:

2555]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-9288 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7937 Tue, 22 Dec 2020 15:19:47 +0000 @ne Yes, this is a custom field used specifically for this process. It's a custom field with the type decimal. 

 

]]> Everything Else kevin.ruppert https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7937 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7936 Tue, 22 Dec 2020 15:17:06 +0000 @kevin-ruppert

is a UDF

]]> Everything Else ne https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7936 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7924 Mon, 21 Dec 2020 00:51:33 +0000 Everything Else kevin.ruppert https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7924 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7923 Sun, 20 Dec 2020 19:12:02 +0000 Everything Else ne https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7923 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7756 Sun, 01 Nov 2020 18:25:29 +0000 @timrodman

Hello, Thanks for that article i followed everything here I'm getting an error

 failed to convert parameter value from string to Guid

can you please help with this?

]]> Everything Else ne https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7756 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7557 Wed, 30 Sep 2020 21:49:54 +0000 Hi @johnfothergill

I haven't tried this technique for Activities, but it makes sense that it should work.

You might want to repost this Discussion Topic in the Import and Export Scenarios forum on the new official Acumatica Community website:
https://community.acumatica.com/import-and-export-scenarios-117

Here on AUGForums.com, most of the content will now focus on reporting, with the exception of general topics in the Everything Else (click here) forum and the AUGForums.com Real Talk Podcast (click here) where we'll continue to focus on real Acumatica customer stories (click here if you'd like to participate).

For more info about how AUGForums.com compares to the new official Acumatica Community, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7557 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7264 Wed, 26 Aug 2020 06:16:29 +0000 I am wanting to import about 16,000 debtor notes from a legacy system as Activities.  The import scenario above for Tasks has me on the right track (I hope) but the syntax must not be quite correct.  The scenario runs and I get a green tick, but no activity is created.  the scenario looks like this (very simple) - I took an educated guess at the syntax from the Event example above.

1788

 

 

]]> Everything Else JohnFothergill https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7264 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7153 Fri, 14 Aug 2020 03:06:39 +0000 This is amazing! I know I'm going to use this for some of the automations I'm hoping Acumatica lets us do. This sounds like the path I need to go down for some of them. Thanks!

]]> Everything Else Noah https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-7153 RE: Automatic Task Creation with Business Event and Import Scenario https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-6186 Tue, 10 Mar 2020 00:47:55 +0000 Nice use case Kevin!

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/#post-6186