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TMango
Create Case from Task
I know this might seem like working backwards, but I have some users who are wondering if it's possible to create a case from a task. Some of them have tasks that they set up to do on a regular basis, and oftentimes when completing those tasks, they run into issues or items that need to be further reviewed. They would like to be able to take the details of the task and move them into a case.
Is there an easy way to do this?
Only way to do anything cross-object (especially when working with Tasks) is to use a Trigger.