Workflow

How to Link a CRM Task to an Entity

Verified end to end. A demo CRM task was linked to an existing customer and verified through the detail page and task list endpoint.

Evidence Summary

Workflow run
crm-task-entity-20260519T100919Z
Updated task
431
Linked entity
Customer 910, 100 Ouvidos Lda
Final state
TipoTerc=C and CodTerc=910

CRM task entity link workflow diagram

Before You Start

Link an Entity

  1. Open the task detail page.
  2. In Entity Type, choose the type of record you want to link. The verified workflow used Customer, stored as C.
  3. Use the entity selector to search and select the record. The verified workflow selected customer 910, 100 Ouvidos Lda.
  4. Confirm the read-only entity fields fill in, including name, VAT number, location, zip code, phone, and mobile when available.
  5. Optionally select a contact when the entity type supports contacts. The verified workflow did not link a contact.
  6. Click Save.

Verified Selectors and Payload

The entity selector changes its source table based on tipoterc. Customer uses table clientes and id field codterc.

Field or callVerified valueMeaning
Entity TypeCCustomer.
Sel2_Selecttable=clientes, id=codterc, term=910Initializes the selected customer row.
getEntidadetipo=C, id=910Loads the entity summary fields shown on the task page.
tipotercCSaved entity type.
codterc910Saved customer id.
codcontactoemptyNo contact was linked in the verified run.
POST endpoint/crm/tarefas/view/NDMxSame task detail save endpoint used by task edit workflows.

Confirm the Link

  1. Reload the task detail page and confirm the entity fields still show the selected record.
  2. Search the task list by subject and confirm the task row reports the expected entity type and id.

The verified detail reload showed terc_Tipo=C, terc_ID=910, and terc_Nome=100 Ouvidos Lda. The verified dt_tarefas row returned TipoTerc=C and CodTerc=910.

Artifacts