Workflows: Task not created when using formula

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  • snoo
    Junior Member
    • Apr 2015
    • 26

    Workflows: Task not created when using formula

    Hi,

    I want to create if a date is set in Account to create a related Task with this Date as Due Date. I added a Workflow with Account is saved and Date is changed to create related entity: Task.

    It runs if I add fields at the UI, but when i use a formula it wont work.

    See pictures.

    What I am doing wrong?

    **UPDATE**

    Seems like it doesnt work when using targetEntity\attribute() or entity\attribute().
    if i skip this and only have name = string\concentate('DoSomething: ', account.name); it just creates a Task with DoSomething and skips the name. Which isnt the desired output.

    how can I add the account.name to it?

    ***

    best, Mike

    Last edited by snoo; 07-27-2017, 08:51 AM.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    What Target entity do you use?

    Comment

    • snoo
      Junior Member
      • Apr 2015
      • 26

      #3
      Hi,

      Account.

      so i figured it out, correct formula: "name = string\concatenate('DoSomething: ', targetEntity\attribute('name'));"

      First i added the attributes with the "+" button, i thought then it would be the right way to call them, but it seems that is not the case.

      Comment

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