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H KumarH Kumar 

how to update the custom object field when workflow assigns a task.

Hi,

 

I am new to Salesforce and need some help on workflow stuff.

 

I have a custom object and this object has a flag field, I have created a workflow rule and task on this custom object, whenever some criteria is met the rule will trigger and assign a task to the manager for approval. When a task is assigned to the manager, I would like to update the flag field say ‘Yes’ in custom object. How can I achieve this?

 

Thanks in advance.

Hemanth

tinman44tinman44
Right now you cannot do this. Workflows can only send alerts (emails) and assign tasks. No updating of feilds. I think this is needed though...maybe in the Winter 07 release...
H KumarH Kumar

Thanks for the response,

Hemantha
MuMu
Hello all,

I have similar situation. I need to update lead status field when task is created, updated or closed for that lead.
In general, I need to update fields of leads or accounts when activity is created or updated for them.

I need my activities to update status or other fields.

As I understand, the normal for Salesforce workflow is the other way.

Thanks.