Apex Code Development You need to sign in to do that
Don't have an account?
SFUser Automation Of Task Process by using ContentVersion object Fields
Hai.,
My actual requirement is..
1. I want to create the custom fields in Attachment Object
2. Based on the created fields, i wanted to generate Task automation process by applying conditions to those fields.
is it possible? if yes, let me know. thanks
==============
in my analysis of reaserch, i found that we shouldn't use Attachment object anymore in Salesforce.. instead of that we use ContentVersion object.
so, as i mentioned the 1st point above.., now i am created few custom fields in ContentVersion Object.
Now, i want to generate Task automation process based on these fields.
i don't know how to proceed?
Thanks
My actual requirement is..
1. I want to create the custom fields in Attachment Object
2. Based on the created fields, i wanted to generate Task automation process by applying conditions to those fields.
is it possible? if yes, let me know. thanks
==============
in my analysis of reaserch, i found that we shouldn't use Attachment object anymore in Salesforce.. instead of that we use ContentVersion object.
so, as i mentioned the 1st point above.., now i am created few custom fields in ContentVersion Object.
Now, i want to generate Task automation process based on these fields.
i don't know how to proceed?
Thanks
By Task automation are you trying to create Process Builder/Workflows on ContentVersion object? If so, this does not seem possible currently.
There is also an Idea to have this functionality implemented
https://trailblazer.salesforce.com/ideaView?id=08730000000BqbCAAS
https://trailblazer.salesforce.com/ideaView?id=08730000000cK4ZAAU
Please upvote so that the product development team can prioritize Ideas.
You will need to write a trigger to achieve Task automation as a workaround.
Related: https://salesforce.stackexchange.com/questions/223359/auto-task-creation
If this information helps, please mark the answer as best. Thank you