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Ludivine
How to update the Related To field on Workflow Task
Dear all,
I have set up a workflow task to create a task each time the answer on my custom object is no.
It works but the Related To field is not populated!
How can ido to get also this inforation in the task?
Thanks in advance.
I have set up a workflow task to create a task each time the answer on my custom object is no.
It works but the Related To field is not populated!
How can ido to get also this inforation in the task?
Thanks in advance.
Thanks
While creating a task in workflow rule, system asks you for the related to field.
It could be a user, Role, Owner.
Let me know in case you want more info.
Thanks
When we create a task from a Workflow task, the field proposed is Assigned To but not related To, It is WhatId field, not WhoId or OwnerID.
Why I need this, because when my survey is created in my org, If the contact answers badly, we send a task to the Account Owner to call him and we would like to have in the related To field(WhatId) the Id of the related Survey.
Hope this is clear enough, if not just tell me.
Thank you.
In your case, the related to will be Survey record. I dont think that a task can be related to Lead or Contact.