I want to be able to create a task of a specific record type from a workflow. At the moment all I can see is the option for customising certain fields on the task from within the workflow action.
1 Answer
How about trigger that will set recordType based on some values in new Task?
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Either trigger or default record type for profile. Anyway why you need record type on such easy object as task - "Type" picklist is not enought? Commented Mar 12, 2014 at 13:43
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Then how about 2 workflows? 1 to create task and second to set record Type on this task after it will be created? I would prefere trigger but it is your call :) Commented Mar 12, 2014 at 13:58
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4Workflows don't fire on tasks created by workflows. Commented Mar 12, 2014 at 14:59
Spring 14 has a Pilot feature allow you to call a VisualFlow from a workflow. Within the flow you can define your task creation and within that specify what RecordTypeId to use. If you are building in a sandbox create your record types in the main org before you refresh your development sandbox so that the Ids are in synch.