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FleetmanFleetman 

Task workflow/API

Morning/Afternoon all,

 

I am a little stuck on an issue which i would love to hear other peoples solution to. i have a need to create a follow up task that is automatically created once a task is completed and the Activity Type cotains a certain value. I understand this can be done using workflow, however, there are several limitations in doing it this way.

 

What i need to occur is for the newly created task to contain values from certain fields from the previous (orginal) task. Therefore there is information from the first task showing in the second task. Fields like Quote_Number__c, Activity Type are two fields that i need carried across.

 

What are peoples thoughts on this?

 

Appreciate peoples assistance.

 

Fleetman

werewolfwerewolf
Your best bet would likely be to do this with an Apex trigger then.