Hi, I'm new to flows and seeking some help creating this one.
Requirement is that each time a new account is created, a new task is created and assigned to the record owner.
I have 2 Account record types and only need the task created on one of them.
The accounts are created from a web-to-lead form and initially go to a queue before they'll be assigned to individual users.
The task is to be due 3 days after account is created.
#Flow #New Task #Flow Builder #Automation
I've tried many different things, but not understanding what I'm doing wrong. Thanks.
Some screen shots for reference of the latest version I was working on:
2 risposte
Thanks Matthew. That didn't seem to solve the issue, but one of my teammates was able to figure it out.
