I have created a Process Builder with a criteria when the Status is Closed on Account Object the Task status field should be updated to Completed.
Until I go to the Open task and edit the record , field is not getting updated.
Task Status should automatically update the Status as Complete without editing the record. Any help appreciated.
Thanks
Lakshmi
12 réponses
Forum Ambassador
Eric Praud (Activ8 Solar Energies)Indeed, if you have the task opened in one tab and you close the account, you'll need to refresh the screen. It's the same all over Salesforce. It woudl be the same if someone changed it manually, so nothing that can be done here. But since you see the change once the page is refreshed, it means it's working as if you were to query the task record at that point, you'd see the status set to Completed
