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Chris - ARI
Delete Open Tasks on Record Update.
Hi All,
I'm pretty sure I can kick this process off (the rule criteria) in Process Builder. However I don't believe the rest can be done without Apex. Can you help me out?
Object: Task
Rule Critria: Status = 'Completed' AND Response Type (custom picklist field) = 'Good Response'
This will either happen on a lead or a contact.
Action: Delete all activities where Status != 'Completed' AND where Process Type (custom text field) = 'Decision Tree'
I want to delete only the activites on the same related lead or contact where the task was updated.
I'm pretty sure I can kick this process off (the rule criteria) in Process Builder. However I don't believe the rest can be done without Apex. Can you help me out?
Object: Task
Rule Critria: Status = 'Completed' AND Response Type (custom picklist field) = 'Good Response'
This will either happen on a lead or a contact.
Action: Delete all activities where Status != 'Completed' AND where Process Type (custom text field) = 'Decision Tree'
I want to delete only the activites on the same related lead or contact where the task was updated.
There is a request to add delete feature to process builder perhaps vote on this Idea:
https://success.salesforce.com/ideaView?id=08730000000DjtIAAS