I have a question about something that seemed simple to me at the beginning.
My use case is the following: When a Task of a specific record type is created on an Opportunity, information from a field on the Opportunity needs to be pulled on the Task.
I created the following system: Created a Opportunity look up field on Task. Created a Process Builder that fires on Task creation. Condition is that if the WhatID starts with 006 and record type ID is xxxxx populates the What ID in the Opportunity lookup.
But when I create a Task against the Opportunity, the process builder does not fire. The field Opportunity on Task stays empty.
Does anyone know why is this the case?
I unfortunately don't know how to code. I have an idea that an APEX trigger would be useful here, but I don't know how to write it. I need the exact same process for one more custom object.
Thank you very much, I appreciate any help. Sangarepica