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Kenji776
Dynamic Task Assignment in Workflow Rules
Hello all,
I have been asked to create a feature, where on an account there are 2 check boxes, one called "Lost Client Tasks" and one called "New Client Tasks", along with two new workflow rules. Each rule corresponds to a box, and creates several tasks. The problem is, I need who those tasks are assigned to to be selectable. Right now it seems you can only hard code in a user, or role which to assign the tasks to. I wanted to have a user lookup box called "Assign Tasks To" where it could pull the name of the person you want to assign the tasks to from. I hope this makes sense, and I really hope there is a way to do it. I tried using the assign to record owner, and having the workflow rule change the owner of the account to the name in the "Assign Tasks To" field, but using a field uipdate you cannot change the Record Owner to the value of another field, only a static value. Anybody have any ideas?
I have been asked to create a feature, where on an account there are 2 check boxes, one called "Lost Client Tasks" and one called "New Client Tasks", along with two new workflow rules. Each rule corresponds to a box, and creates several tasks. The problem is, I need who those tasks are assigned to to be selectable. Right now it seems you can only hard code in a user, or role which to assign the tasks to. I wanted to have a user lookup box called "Assign Tasks To" where it could pull the name of the person you want to assign the tasks to from. I hope this makes sense, and I really hope there is a way to do it. I tried using the assign to record owner, and having the workflow rule change the owner of the account to the name in the "Assign Tasks To" field, but using a field uipdate you cannot change the Record Owner to the value of another field, only a static value. Anybody have any ideas?
hi,
i'm having same problem, just was wondering if you managed to solve it
You can't do it via standard process, it has to be done via code.
The flow failed to access the value for myVariable_current.Opportunity__r.Designer_user_lookup__r.Id because it hasn't been set or assigned.
even though I have confirmed that a Designer has been selected for the opportunity.
If anyone can help that would be great!