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()
Name (standard) TEST TASK #2
Due Date (use a formula) DATEADD(CURRENTDATE(),5)
Owner (standard) User ABC
Best answer by Kevin from CopperView original
@Kevin from Copper for explaining.