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Use 'Owners' for workflow purposes
I would like to create a workflow rule that triggers a task for the owner of an opportunity, account, or contact in certain circumstances. However, the workflow rules require me to define a specific user, rather than allowing me to indicate that this alert/task etc be delivered to the owner of the record triggering the event.
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Scott_Jorgensen 01/08/07 |
Xiidaen: You can already do this using current functionality. When you create your Workflow Task and are filling in the "Assigned To" field, you should click on the magnifying glass icon. When you do, you'll get a pop-up box that allows you to specify the type of assignment you want to make. These are your choices: User, Role, Owner, Creator |
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James_McGill 01/08/07 |
Apparently this doesn't work for work flow rules. Additionally, you can't create an alert on task work flow rules. This is a major SFDC weakness for managing others and general project management. I hope this can be overcome soon. |
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Scott_Jorgensen 01/08/07 |
James: This works for ALL Workflow Rules. If this isn't working for you in your Workflow Rules it might help if you provided some more details describing the situation. Your additional point about Workflow Alerts that trigger from Task records is a good one. It's the topic of this popular idea: Allow Workflow Alerts on Activity Workflow Rules |
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Xiidaen 01/15/07 |
THe issue here may be it is only available for Tasks, not for emails, but you should know that I contacted support about this issue before posting and they told me it was not possible at all. That said, it should be available on ANY workflow items, including emails. |
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TomaszOczapowski 03/30/07 |
If you like this idea please vote on the related posting at "Opportunity Queue" at http://ideas.salesforce.com/article/show/64773 |
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kjoseph 11/29/07 |
Changed status to Existing Feature. |
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