I'm having some trouble automating action plans. I'm using a record triggered flow to define criteria for an action plan running on an account. Then I use a subflow to create an action plan for the account.
The idea is to have the tasks in the action plan assigned to the account owner but the only option is to assign the tasks to the action plan creator which is me via the flow. Other than getting all the tasks I created and changing the owner ID after the fact is there a way to have the tasks assigned to the account owner initially?
I have tried enabling audit fields and running the autoplaunced flow in system context. If I run the flow as me it assigns the tasks to me, if I run it as a user that will be using this no tasks are created.
, did you ever identify a solution?
@Artiom Anoutchin, with Action Plans you don't create the tasks directly through a flow. You create an Action Plan record, which then creates the tasks/events/etc.
During the plan creation, these are the options you are given to determine who is assigned to the task that is created during plan execution.
I have the same requirement as Ben, when a record changes, the owner of that record should be assigned the tasks defined in the action plan. The person/integration changing the record is NOT the owner of the record.