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Felix Quinones
Process Builder: Getting a Task created when a deliverable is created.
Hello All,
I want to find a way to create a task automatically when a deliverable is created. Specifically, I create a deliverable named Final Year Report. That deliverable include all the requirements, deadline, person responsible, and others. I want to be able to create a process builder or a trigger that allow me to do two things at the same time.
First, send a email notification to the person responsible indicating that a new deliverable was created. At the same time, I want that automatically a task with the information gets created in the system.
Here is my proces.
I would like to add as an action the creation of a task.
Is that possible? Any reccomendations?
I want to find a way to create a task automatically when a deliverable is created. Specifically, I create a deliverable named Final Year Report. That deliverable include all the requirements, deadline, person responsible, and others. I want to be able to create a process builder or a trigger that allow me to do two things at the same time.
First, send a email notification to the person responsible indicating that a new deliverable was created. At the same time, I want that automatically a task with the information gets created in the system.
Here is my proces.
I would like to add as an action the creation of a task.
Is that possible? Any reccomendations?