Actions46
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Task Relation → Update
AI-generatedOverview
This node updates an existing Task Relation (taskTarget) in the Dalil AI system. It allows users to modify various fields of a task relation, such as linking it to a company, person, opportunity, or task, and updating custom properties specific to task targets. The node supports specifying the depth of nested related objects to include in the response, enabling retrieval of related data up to two levels deep. This node is useful for workflows that need to maintain or modify relationships between tasks and other entities in a CRM or project management context.
Use Case Examples
- Updating a task relation to link it to a different company or person.
- Modifying custom properties of a task relation to reflect changes in business requirements.
- Adjusting the depth parameter to retrieve related objects along with the task relation for comprehensive data processing.
Properties
| Name | Meaning |
|---|---|
| Task Relation ID | UUID string of the task relation to update, identifying which task relation record to modify. |
| Update Fields | Collection of fields to update on the task relation, including links to company, person, opportunity, task, and custom properties specific to task targets. |
| Depth Name or ID | Level of nested related objects to include in the response: 0 (task relation only), 1 (task relation plus direct relations), 2 (task relation plus relations and their relations). |
Output
JSON
json- The updated task relation object returned from the Dalil AI API, including any requested nested related objects based on the depth parameter.
Dependencies
- Dalil AI API with appropriate API key credentials
Troubleshooting
- Ensure the Task Relation ID is a valid UUID string and corresponds to an existing task relation record.
- Verify that custom property metadata is correctly specified and matches the workspace configuration to avoid processing errors.
- Check API authentication credentials and network connectivity to the Dalil AI API endpoint.
- If the depth parameter is set too high, the response may be large and slow; adjust depth according to needs.