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.
I have a number of workflows which do field updates as tasks are completed. They log the exact time something was done, or an alteration made as well as generating further tasks if required.
SImply design a process so that the task is related to the object you want to update. Then, when you enter the field update criteria you can select 'Object related to the object that started the process'.
As I use this a lot, I also created different task record types to make sure there was never a mix up with the triggers.
So workflow on task - When it is created or edited to meet criteria, making sure the task is related to the object you want to update.
Criteria: When status: completed, record type = x then trigger the flow.
If you require your flow to generate any more tasks, simply add the 'related to ID' into the task creation and add the ID of the related object.
I also have criteria to update a 'Date/TIme Completed' field on the activity object itself, then continues to run other flows, I can then field this field into objects to effectivly 'time stamp' them when a particular task type is completed.
So it certainly is possible,