When we create a lead we enter a date into the 'Agreed Next Action Date' custom field, I want to create a task for the Lead Owner to follow up wi #Process Builder #Tasks #Task Managementth the client on this date - is this possible?
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Eric Praud (Activ8 Solar Energies)Hi Evan,
It is possible, but I would do it in a flow rather than a process builder since they will be deprecated soon.
Create a record triggered flow on leads on creation and updates with a condition set to 'Agreed Next Action Date' Is null GlobalConstant.False
Make sure you select "Every time a record is updated and meets the condition requirements"
Now create a new variable> Formula returning Boolean:
OR(AND(ISNEW(), NOT(ISBLANK($Record> Agreed Next Action Date))),
ISCHANGED($Record> Agreed Next Action Date))
Add a decision:
Formual equals GLobalConstant.True
Then add a Create Record element to create your task and set the due date to 'Agreed Next Action Date' and the WhoId to the $Record> Owner and WhatId to $Record>Id
Set the values for more fields if needed (ie Subject)
Save and activate
