Create Tasks via button
Assigned to: Opportunity Owner
Date: Current date + 5
<Custom Checkbox Field> = true
What is the best way to do this? I would prefer to handle via configuration (i.e. Custom Button, Workflow, Task Creation), but I can't see how. Also, using the create task function, can you default a custom field to a set value when it's created via the button click? It almost looks like I'd need to have a Field Update workflow to update this custom field (based on the Subject) after creation.
okay, Creating or updating a record is a DML operation and I do not see a way to do this without even using a Workflow Rule. Since manipulating the data is at any time an interacting with the database which will involve code. Just a button cannot create records without using code, unless you are currently on the record itself from the UI or using the New or Save buttons provided by Salesforce.
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user.
I think you'll struggle with the Custom Field requirement though, not looked at the package in detail so not sure if you can specify Custom Field values.
I think Action Plans will work for me. I just added a keyword in the 'Comment' for the activities, and then I set up a field update workflow so that on activity create, the custom field defaults to 'true'.