Create Entity tasks allows you to automatically create records when workflow condition is satisfied on parent record. We will consider two different modules : Projects and Project Tasks to demonstrate how this task works.

Projects module should be selected from Select Module dropdown. When to execute workflow condition is Only on the first save. So, it is supposed to create one Project Task everytime a project is created. Click Next

I want this workflow to create a new project task record when Priority of the Project is High. That is my workflow condition.

Click Next

Click Add Task button and click Create Entity

Now provide a Task title: this is just for your reference. In the Modules to create record dropdown, select the desired child record that you’d like to be created when workflow conditions are satisfied on parent record. I select Project Tasks as a child module. That means, in simple words, every time a project is created, if priority is high, a project task should be automatically created.

Upon selecting a child module, all mandatory fields in that module are displayed. You’ll need to fill in the information that you’d like to have in the child record that’ll be created when workflow conditions are met on parent module. For instance, my parent module is Projects and child module is Project Tasks. When the workflow is executed, I want Testing and bugs reporting task to be automatically created. When the project task is created, I also want it to have basic information.

You can take help of your parent module(Projects in this example) to populate fields of child module(Project Tasks). From the example above, Project Task Name is raw text Testing and bugs reporting. I’ve selected ‘Projects’ from the dropdown in second row to populate information of Project into Project Task. Now Assigned to, Related to, Start Date and End Date are fields of Parent Module (Projects) that will show up in child record(Project Tasks).

To update changes, click Save