Actions40
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Overview
This node operation updates a "Task Relation" (referred to as "taskTarget") in the Dalil AI system. A task relation links a task to other entities such as a person, company, or opportunity. The update operation allows modifying various fields of an existing task relation by specifying its unique identifier.
Typical use cases include:
- Changing which person, company, or opportunity a task is related to.
- Updating custom properties associated with the task relation.
- Adjusting the linked task itself.
- Controlling the depth of nested related objects returned after the update.
For example, you might use this node to update the company linked to a task relation or add custom metadata fields specific to your workspace configuration.
Properties
| Name | Meaning |
|---|---|
| Task Relation ID | UUID string identifying the specific task relation record to update. |
| Update Fields | Collection of fields to update on the task relation: - Company ID: UUID of the company to link to the task relation (leave empty if linking to person or opportunity). - Opportunity ID: UUID of the opportunity to link. - Person ID: UUID of the person to link. - Task ID: UUID of the task to link. - Custom Properties: Additional custom fields specific to task relations, varying by workspace configuration. Each custom property requires selecting a property name or ID and providing a value formatted according to the field type (text, select, date, boolean, etc.). |
| Depth Name or ID | Level of nested related objects to include in the response: - 0: Return only the primary task relation object.- 1: Include the task relation plus its directly related objects.- 2: Include the task relation, its direct relations, and their related objects. |
Output
The output JSON contains the updated task relation object as returned from the Dalil AI API. This includes all standard fields of the task relation, any updated linked entity IDs (person, company, opportunity, task), and any custom properties that were set.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Dalil AI API via an API key credential configured in n8n.
- The node uses the Dalil AI REST API endpoints for task relations (
/rest/taskTargets). - Custom properties depend on the workspace's metadata configuration and require fetching valid property options dynamically.
Troubleshooting
- Invalid Task Relation ID: If the provided Task Relation ID does not exist or is malformed, the API will return an error. Verify the UUID is correct.
- Invalid Custom Property Metadata: Errors may occur if a custom property specified is invalid or improperly formatted. Ensure custom property names/IDs are selected from the available options and values match expected types.
- API Authentication Errors: Ensure the API key credential is correctly set up and has permissions to update task relations.
- Depth Parameter Issues: Providing an unsupported depth value may cause unexpected results or errors. Use only 0, 1, or 2 as defined.
- Empty Required Fields: Required fields like Task Relation ID must be provided; otherwise, the node will throw an error.
Links and References
- Dalil AI API Documentation (generic placeholder, replace with actual URL)
- n8n Expressions Documentation — for using expressions in property fields
- Dalil AI Custom Properties Guide (generic placeholder)
If you need details on other operations or resources, feel free to ask!