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  • Daniel Angelis
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2 replies

How can I trigger a task to be automatically at the time a case is created when a specific case reason is selected? For some reason, the task layout I created cannot be selected within process builder?

How can I trigger a task to be automatically at the time a case is created when a specific case reason is selected?  For some reason, the task layout I created within the task object cannot be selected within process builder?  Process builder only allows me to select the task object, not the layouts within the object.

Furthermore, it is not clear how a quick action task is created from process builder?  What is best practice?
2 replies

How can I trigger a task to be automatically at the time a case is created when a specific case reason is selected? For some reason, the task layout I created cannot be selected within process builder?

How can I trigger a task to be automatically at the time a case is created when a specific case reason is selected?  For some reason, the task layout I created within the task object cannot be selected within process builder?  Process builder only allows me to select the task object, not the layouts within the object.

Furthermore, it is not clear how a quick action task is created from process builder?  What is best practice?