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Topics#TasksEvan Millais's Question
Evan Millais asked in #Tasks
Oct 14, 2021, 2:40 PM

Create a task based on lead custom field date

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? 

1 answer
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Oct 14, 2021, 3:01 PM

    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

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