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Alan Pershing
Newbie needs help with New Task setup
I'm not sure if this is the right place to post this question, but here goes:
I'm trying to set up a Workflow process that will generate a New Task when an Account field is altered. My question is whether I can pass a parameter to the Subject line of the New Task that is the value of one of the Account fields. So if someone types in "Contacted client and asked for case details" in field X, I want to pass the value of X to the Subject line of the New Task.
If this is the wrong place for this question, if someone could point me in the right direction, I'd appreciate it.
I'm trying to set up a Workflow process that will generate a New Task when an Account field is altered. My question is whether I can pass a parameter to the Subject line of the New Task that is the value of one of the Account fields. So if someone types in "Contacted client and asked for case details" in field X, I want to pass the value of X to the Subject line of the New Task.
If this is the wrong place for this question, if someone could point me in the right direction, I'd appreciate it.
Yes,you can use it.