Can a completion of a task trigger a workflow action?
I have workflow currently set up so once certain things happen (rule criteria) a task is created (workflow action). However, I want to be able to create new rules once those tasks are completed. Can someone help?
Create a workflow rule on object Task, set the criteria to "When a record is created, or when a record is edited and did not previously meet the rule criteria" and add Status equals Completed. Link your workflow action (email, task, field update, outbound message) to this rule
Thanks for the response. If I do that how do i get the workflow action to do a field update in the project object? It appears I can only cause a workflow action relating to the task object.
Also, is there a way to tie the workflow rule to the completion of a specific task? Our workflow has multiple tasks involved. Ie. complete task a, update field xzy, assign task b & c, complete task b&c, update xyz fields, and assign new tasks.
I am facing a similar problem:
I want the stage of an opportunity being changed when a task has been completed.
How can I do this without writing code?
Integrated Apps, LLC (my company) just released a workflow app called Easy Workflow which accomplishes both of these things.
It will let you trigger a workflow action on a record (Account, Lead, Opportunity, Case, etc.) when a task related to that object is completed.
I have been looking for this for quite some time. I am giving it a go.