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Book_GuyBook_Guy 

Populating Task Fields via a workflow rule

Hi All,

 

We have a workflow rule that creates a task.   Is there a way to populate the Type field on that task with a certain value?

 

I tried creating a field update workflow, but that does not work.  Probably a sequence issue.

 

--David

BA_AdminBA_Admin

I guess there will be sequence if you try to update 2 actions at one time, but did you tried creating a new WFR on task and criteria would be only when record is created a use the field update action to update the Type field?
Book_GuyBook_Guy

Yes, I did.  It seems since the task is already in place then the field populating workflow should work.  But it did not.

 

--David
BA_AdminBA_Admin

The Type field doesn't gets updated while the record is created, since 2 actions cannot happen at same time, the field should get updated while the task is updated, if you want this only when record is created then you should go for trigger , if you want on update you can do this by WFR