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Is there a way to automatically create a task in C4C like appointments or activity?

We have requirement where the system should be able to create a task of same values except dates when a task (of an opportunity) is “set to complete” – while the opportunity that the task it related to is open. If the opportunity is closed or cancelled, this should not happen and task should be “set to complete” and no new task should be generated.

The idea behind the requirement is for an opportunity to always have a task or appointment that is open or In-process till the opportunity is open. This rule would essentially stop any opportunity from getting lost because there is no activity assigned to it.

We researched online and looked at the system and document seems to suggest it is possible but when we try to do it we run into roadblocks.

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1 Answer

  • Best Answer
    Oct 13, 2016 at 09:05 PM

    The ability to create a follow up transaction via a workflow is something SAP is planning to roll out in the near future (as I saw it on a roadmap).

    Currently a workflow can only either create a notification or send an email (and create the associated activity).

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