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?