I have a custom object called
Invoice with the ability to have tasks/events assigned to it. One of the required fields on the custom object is an
Account look-up. When a new
Invoice record is created, I want a task automatically created and assigned to
Account.AccountTeamMember.Role = 'Project Manager'.
I would like to do this in workflow if at all possible, but should have no problem coding it in APEX if required; I have prior Java coding experience. As you are undoubtedly aware, SF suggests that the platform tools be used before resulting to APEX. The issues I've experienced thus far are:
- Can't create a workflow rule to run on creation of a new object with no filter criteria. As a workaround I simply set this to match
*for a required field.
- I cannot specify API names in the
Subjectfield when setting the task name. Am I to assume that that dot notation cannot be used?