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WorkFlow scenario
Hi all,
I have a workflow which creates two tasks when ever a record is created. To create a record I have 4 fields.
1)Year
2)Status
3)Project Manager
4)DIrector.
Now my question is when ever I create a record, My tasks which would be created should be assigned to the project manager dynamically.
So we are looking at some 100 records where say may be 10 diffrent project managers are owning each 10 records.
So example
If the project manager field is filled with the name Thomas then the work flow should trigger creating two tasks assigning them to thomas.
Similarly for Robin, kayla etc.
So I would insert 100 records with a dataloader and all records should be created with two tasks each assigned to respective PM .
If the task is always assigned to a single person, I'm able to do that but dynamically changing is what im faceing trouble.
Could some one help me in this. Can it be performed using wokflows or it needs to be coded?
Write an after insert , after update trigger which would create a task based on the record created
All Answers
Write an after insert , after update trigger which would create a task based on the record created
Thanks Steve. So you say there is no standard workflow functionality to acheive this right? It has to be coded to acheive this feature??