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Kevin Tullos
New Recurring Tasks <> Closed
My org is having an issue with users creating recurring tasks that are complete. To resolve this now I am changing all the tasks that are closed in the future back to not started. Since these are recurring tasks, it is a real pain to undo since I have to do it one at a time with the data loader.
If anyone has any ideas on a trigger, would you please post them so that I can keep this from happening?
thanks.
kevin
If anyone has any ideas on a trigger, would you please post them so that I can keep this from happening?
thanks.
kevin
The trigger basically populated a few fields that were unaccessable by workflow rule. Also I performed the update and insert before the save. see the trigger below.
trigger Populate_Recurrence_ID on Task (before insert, before update) {
for (Task T : Trigger.new)
{
t.Recurring_Task_ID__c = t.RecurrenceActivityId;
t.Recurrence_End_Date__c = t.RecurrenceEndDateOnly;
t.due_date_trigger__c = t.ActivityDate;
}}
The I created a validation rule that checked to see what the status was, if it was new, and if the due_date_trigger__c field is in future. With this, I can control when it is on easier since I can turn off a validation rule in production.
Here is the code for the validation rule...
Due_Date_Trigger__c > TODAY() &&
ISPICKVAL (Status, 'Completed')
I hope that this helps someone...
Thanks.
kevin