Using Workflow Automation to create Tasks related to a specific record

  • 1 October 2021
  • 2 replies

I’d like to set up a Workflow Automation in which the completion of a specific task on a particular record creates a new task related to that same record. Is that possible?


This is what I came up with, but it doesn’t relate the new task to the record on which the triggering task was completed:

When a specific field is updated on a Task
Name = (standard) TEST TASK
Completed Date = (use a formula) CURRENTDATE()
Action 1
Create Task
Name (standard) TEST TASK #2
Due Date (use a formula) DATEADD(CURRENTDATE(),5)
Owner (standard) User ABC


Best answer by Kevin from Copper 1 October 2021, 15:57

View original

This topic has been closed for comments

2 replies

Userlevel 3
Badge +1

@jlodge unfortunately this use case of dependent or cascading tasks is not supported at this time. The workflow only relates created Tasks with the triggering record. As the triggering record in this case is a Task, it will not relate it to the original record. 

Thanks @Kevin from Copper for explaining.