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Former Member

C4C: Can a workflow rule creates task?

Hello together,

is it possible to define a workflow rule (for example for opportunity objects), which creates a task (for example for the responsible) under consideration of the rules?

Thanks and regards Kathrin

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2 Answers

  • Best Answer
    Oct 12, 2016 at 04:36 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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    Former Member
    Nov 25, 2016 at 01:12 PM

    Hi Kathrin,

    Thierry is correct, this capability is on the product roadmap, but we don't have a defined timeline for it yet.

    However, you could also achieve the same result with a bit of custom code, leveraging the fact that the workflow engine allows you to execute custom actions. For example: you can create a custom action on the Opportunity BO, which creates a Task with whatever responsibility determination logic fits your purpose. Then you can use the workflow to define when this action should be executed, e.g. the timing and conditions.

    Hope this helps,
    Gab

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