I am the admin of an Org that I created a workflow for. The workflow is designed to create Follow Up tasks for the Sales users.

I am getting a bunch (not all) of the tasks that have no record related. (The Who (WhoId) or What (WhatId) fields are blank)

Are there any situations where this could happen? If so, what are they? This one is stumping me.

Thank you in advance for your advice.


Here is the info on the Workflow:

Workflow Object: Account

Trigger Criteria:

  • Evaluate the rule when a record is created and any time it's edited to subsequently meet criteria.
  • Account: Rank (Picklist) = "Assessment" AND
  • Account: 1st Meeting Date (Date) NOT EQUAL to null

Time-Dependent Workflow Actions:

Day 1 Task (Example, there are 4 of these, each one is the same other than the Due Date and Time delay)

  • Object: Account
  • Assigned To: Account Owner
  • Due Date: Account: 1st Meeting Date + 1 days

The Goal: Task reminders for the Sales Team at 1, 3, 5 & 7 days after the first meeting date. I want the Task assigned to the Account Owner and related to the account (WhatId).

  • What triggers the workflow? and what object is the workflow Task supposed to be related to? – JimRae Feb 19 '15 at 18:54
  • Can you share the full logic of the workflow rule? It's hard to address the question otherwise – OBerm Feb 19 '15 at 19:05
  • I added more detail – jimmay Feb 20 '15 at 1:57

I'm not sure how you would ensure the link using workflows but have you tried using the new Process Builder? It also lets you specify values for each field on the record.

So you would Choose Object: Account > Define Criteria For Action Group > Add Action > Create a Record > Object: Task > Set Object Variables: Related To Id field = [Account].Id. You can then add scheduled actions to create the additional tasks on subsequent days, x number of days after 1st meeting date.

Make sure you select the option to only execute the actions when specified changes are made to the record, when defining the criteria for the action group. Otherwise you won't be able to schedule actions.

| improve this answer | |
  • The Link to the Account record should be handled automatically since an update on that Account record is what triggers it and I've never had an issue with this before. No, I have not used the new Process Builder yet. I will have to look into that. Unfortunately since I am using Time-Dependent Workflow Actions, I would not want to switch over. – jimmay Feb 23 '15 at 16:36
  • Just to clarify, you'd still be creating time-dependent workflow actions using the process builder, the only difference is that they're named scheduled actions. So it may be a more reliable alternative, if you can't figure out what's going wrong with your workflow. – Alex S Feb 23 '15 at 19:08
  • Ah, ok that makes sense. Thank you for the suggestion. – jimmay Feb 24 '15 at 19:20

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