With Process Builder it lets you set the Record Type ID, but that is annoying, because then you have to update Process in each environment because the IDs are different. Is there any way to set the record type name?
2 respuestas
No, you cannot do that. The 'Create a Record' action doesn't have the ability to search the Database for a record, grab it's ID and then use that. All that it does is to create a Record with the static/dynamic(via Formula Fields) values that you have mapped(aka fed in).
With that being said, you can do this though! But you'll have to create a Flow instead. Yes, Visual Workflows is what I am referring to. Within the Flow, you can Query the Record Type table to get the ID of the one that has the specified Name(you'll use a Record Lookup) and then you can create a Task from within the Flow(you'll use a Record Create).
This Flow can then be executed as an Immediate Action to the Process instead of a Create a Record action. But comparatively it is bit lengthier when it comes to the time and effort needed. But as you master Flows, it should be come easy for you.
