Whenever an opportunity was set to closed stage, the following notification gets posted to a chatter group and some user are notified (they receive this:
Opportunity Name:{![Opportunity].Name} has changed to Stage: {![Opportunity].StageName} {![Opportunity].Direct_URL__c} Modified by {![Opportunity].LastModifiedBy.FirstName} {![Opportunity].LastModifiedBy.LastName}
For that I've created a process to trigger this.
But on above message, I'd like to also include the subject+comments of the very last task on that particular opportunity.
But in the process builder Im not able to find task subject and comments to select as fields to add to the "chatter post".
Can you please help me.
Thanks,
Philipp
9 risposte
In order to enable Scheduled Actions, you would need to check the Advanced checkbox in the entry criteria where it asks "Do you want to execute the actions only when specified changes are made to the record" ?
Not sure if I'm understanding your question about the validation rule. You can do a cross-object validation rule but you would need to relate the Opportunity to the Task object via lookup, and populate that lookup field with the most recent Task. In other words, the User would create the Task and then look up that Task in the lookup field to relate it to the Opportunity.
An alternate idea that may work better would be to have the User check a checkbox on the Opportunity for 'Create Lost Opportunity Task' (or something similar). You could use Process builder to create a Task with your specified subject upon the change to the Opportunity being saved, and use a validation rule to ensure the User checks that box when they mark an Opportinity Lost.
