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I have workflow Rule on Task which sends outbond message when "created, and any time it's edited to subsequently meet criteria"

This happens with each and every Task - But I want Outbond Message to be sent only when Tasks-> Account -> RecordType='XYZ' i.e. Task.RelatedTo RecordType should be 'XYZ'

In short - Can we add Parent Record Type Check in Workflow Rule ?

Notes : * Can not use Trigger

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The formula criteria for Workflow does not permit traversing the Task.Account relationship

However, the decision criteria for Process Builder does allow specification of the Task.Account relationship

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  • Can we send outbond Message from Process Builder Dec 8, 2016 at 19:21
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    Good point, it can't, but it can set a field update that then triggers a workflow or you could use invocable methods and do the outbound message via APEX
    – cropredy
    Dec 8, 2016 at 19:28
  • Ok, but this seems changing too many things. Will Creating one Field on Task (store Account.RecordTypeName) work ? or is it a bad idea ? Dec 8, 2016 at 19:36
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    that will work too
    – cropredy
    Dec 8, 2016 at 23:37

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