0

I have a workflow rule on Quote Object where I have defined a Time-Dependent Workflow Actions which creates a task 3 days before Quote: Expiration Date.The rule is working fine, but when this workflow is creating task the Type field is being defaulted to blank.The Type field is not available when I create a task while defining Time-Dependent Workflow Actions.I have to set the Type field to 'Action' while creating task.

I have also created this workflow rule in process builder, but there as well, I cannot find Type field in Scheduled Actions while creating a task.

is it possible to update Type field without using code?is there a way I can achieve it using process builder?

Improve this question
2
  • Hey can please check once again in process builder like Type AND Call Type in process builder. @sfdcdev
    – Pavan tej
    Commented Jul 29, 2016 at 15:17
  • You can find in the process builder. But you can not find this field using work flow.
    – Krishna Bidwai
    Commented Jul 29, 2016 at 15:24

1 Answer 1

Reset to default
1

Hey please check till end of the list in process builder you get type field like.

For reference:

enter image description here

Improve this answer
2
  • When I type 'Type' in Field search box, I am getting Call Type, Recurrence Type, and Task Subtype
    – sfdcdev
    Commented Jul 29, 2016 at 15:43
  • can you please post a screenshot of yours.@sfdcdev
    – Pavan tej
    Commented Jul 29, 2016 at 15:48

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .