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Elaine GilmanElaine Gilman 

populate custom contact field on workflow generated task

Howdy!

There is a Workflow on a Custom Object that generates a task. We would also like the task show the related contact. 

Way to do this without triggers?

Thanks!



 
Best Answer chosen by Elaine Gilman
Adam JohnsonAdam Johnson
You may have to update your Wofklow to a Process Builder to create this task, or you'll have to run a Prcoess Builder when that Task is created to go and find and associate the Contact.  I would recommend the first option.  

All Answers

Adam JohnsonAdam Johnson
You may have to update your Wofklow to a Process Builder to create this task, or you'll have to run a Prcoess Builder when that Task is created to go and find and associate the Contact.  I would recommend the first option.  
This was selected as the best answer
Elaine GilmanElaine Gilman
That's what I thought. We're working from an existing flow. Hoping to update rather than recreate. 
Adam JohnsonAdam Johnson
If it's a flow, you can probably update.  If it's a workflow rule, I think you're going to be limited in what you can do with your New Task.