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Evan C. DeckerEvan C. Decker 

Automatically pull task owner when task is created from opportunity

Here is what I am trying to do:

 

Starting on an opportunity, when someone clicks the New Task button under the Open Activities section, I want to pull in a value from a field on the opportunity to the Assigned To field on the new task for a particular record type. Does anyone know if this is possible?

 

Let me know if further information is needed. Thanks!

Best Answer chosen by Admin (Salesforce Developers) 
phiberoptikphiberoptik

Yes this is possible but it will require a trigger to achieve it. Workflow rules cannot support this functionality.

 

You will want to post your question in the Apex Code Development board for more help on triggers and custom code development.

All Answers

phiberoptikphiberoptik

Yes this is possible but it will require a trigger to achieve it. Workflow rules cannot support this functionality.

 

You will want to post your question in the Apex Code Development board for more help on triggers and custom code development.

This was selected as the best answer
Evan C. DeckerEvan C. Decker

I'll do that. Thanks a lot!