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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.

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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

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