Task Workflow Rules Not Firing

I have a workflow rule on opportunity that creates a task. I also have a workflow rule that does a field update on tasks. When I manually create a task that matches the task WFR criteria, the field update fires. When the task is created by the opportunity WFR, the task field update doesn’t happen.

Is it true that creation of tasks through a WFR means task WFR don’t execute?

Answers:

Thank you for visiting the Q&A section on Magenaut. Please note that all the answers may not help you solve the issue immediately. So please treat them as advisements. If you found the post helpful (or not), leave a comment & I’ll get back to you as soon as possible.

Method 1

Workflow rules on tasks do not fire when the task is created by a different workflow rule. If you want to do field updates or other actions, you need to write a trigger to perform those actions.


All methods was sourced from stackoverflow.com or stackexchange.com, is licensed under cc by-sa 2.5, cc by-sa 3.0 and cc by-sa 4.0

0 0 votes
Article Rating
Subscribe
Notify of
guest

0 Comments
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x