One of the workflow actions that we can set up in Force.com platform is a task assignment. So, you have a new custom object and you are setting up workflow rules for this object. You want to add a new task for workflow action. However, on the 3rd step of creating workflow rule, you do not see 'New Task' option under 'Add Workflow Action'. So, what are you missing?
When creating the custom object, there was an optional feature called 'Allow Activities'. You probably did not check that option. Go to the Edit page for your custom object and scroll down. You will see a section called 'Optional Features'.
Check 'Allow Activities', save and add workflow action now. The 'New Task' option will be available.
Happy cloud computing using Salesforce!
When creating the custom object, there was an optional feature called 'Allow Activities'. You probably did not check that option. Go to the Edit page for your custom object and scroll down. You will see a section called 'Optional Features'.
Check 'Allow Activities', save and add workflow action now. The 'New Task' option will be available.
Happy cloud computing using Salesforce!
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