Workflow Task Type: Create New Activity
You can use the Create New Activity Workflow Task Type to automatically create and attach one or more Level 2 records to a Level 1 record.
- This workflow will be driven by a Status change on the Level 1 record.
- The Create New Activity workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.
The workflow can either:
- Create the same array of Level 2 record(s) for each Level 1
- or
- Have the number and Type of Level 2 records created controlled by a field on the Level 1 record (Custom Field Driven)
IMPORTANT: because the underlying workflow is Status driven, if the status of the Level 1 record is changed, and then changed back to the Status that drives the Create New Activity workflow, the workflow will be triggered a second time, and a new set of Level 2 records will be created as per the Workflow.
Options
Create Specific Type(s)
If you wish to create the same Level 2 Type(s) you can specify which
Custom Field Driven
The Create New Activity workflow can be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.
- The Create New Activity workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas for each Level 2 record created.