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

The options unique to this Workflow Task Type are:
Activity Type: This is where you specify which Level 2 Type you wish to create.

• The Custom Field option is explained in Custom Field Driven below.
• If you wish to create more than one Level 2 Type you should create multiple Create New Activity Workflow Tasks, one for each Level 2 record you want to be created.

Custom Field ID: Used for Custom Field Driven as explained below.
Activity Status: Allows you to define the Status of the newly created Level 2 records.

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.