• Christine Gartner
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  • Member since 2020
  • Salesforce Consultant
  • XING E-Recruiting

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Hi. 

We create "tasks" as reminders and also run reports on tasks. Sometimes those reminders are added in as notes for future reference (but we can't run reports on notes). So, sometimes things are entered in as tasks for reporting reasons.

What we want to do:
Create a checkbox on the task record that says "Create Note"
Once the task is complete, a note will be created on the record. Is there a way to do this? 
On the task itself, there's a "related to [record type] [lookup field]
Name [Contact/Lead] [Lookup Field]
We would want to create the note based on the record indicated on the task.

I created the custom field on the task already. I'm in the process builder, but can't seem to figure it out.

Thank you.