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Sourabh TayalSourabh Tayal 

Assign task to Account Manager

Hi

 

I  have created custom field on Account of Lookup(User) Type.  now i want to write workflow rule and in rule i want to create task which will be assigned to account manager. but when i assign task then only Users, role and Account Owner show.  how is it Possible?

GunishGunish
Hi Sourabh,

This is now possible to be done via Workflow Roles. However a simple trigger would be solve your problem!

Let us know if you want some guidance on writing the trigger.

Regards,
Gunish Rai Chawla
Sourabh TayalSourabh Tayal

Hi

 

Kindly tell me that how it ti possible?

 

In assign task when we assign then account manager field does not show so please tell me.