Creating Task with Opportunity/Account as Parent from Workflow

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  • ARicart
    Junior Member
    • Mar 2020
    • 2

    Creating Task with Opportunity/Account as Parent from Workflow

    Hello, I've been trying to create a workflow that creates a task that is linked with an opportunity as soon as it reaches a certain stage, meaning I need it to be linked to the opportunity that triggered the workflow, with some of the details of the opportunity/account already on the task fields so that the assigned user only needs to schedule said task.
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    1. Go to Administration -> Layout Manager -> Task -> detail and add the 'Account' field.
    2. Create Workflow as provided on the screenshot.
    Attached Files

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    • ARicart
      Junior Member
      • Mar 2020
      • 2

      #3
      This works perfectly, thank you.

      Comment

      • BradSilva
        Junior Member
        • Mar 2020
        • 0

        #4
        maximus thank you for telling i also have this issue

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