I have a PD with the Target Module for Calls, with a Call Type X. From there depending on the Call Outcome Type, I want to create a Task for the Record Owner. The Tasks are not appearing at all in the Task Module or related to Contact or Call. What could be wrong?
Hi Ruby Payne,
Your setup for the process definition is configured properly assuming that (1) the contacts are added as invitees on the call (the relationship you selected is for the invitees only, not the flex relate or standalone contact relationship field) and (2) the contact has a field value that matches your filter criteria shown in the screen shot. If that matches what you expect and you're not seeing the task get created, do you see the process trigger as expected under Admin > Process Management? If so, does the process go to that action as expected?
Chris
Hi Ruby Payne,
The contact does not need to accept the invite to validate the relationship. If the process is triggering when you expect, that's a good sign. Does the process hang or go a different route? Please share any details and configurations around where the process fails to proceed to the action creating the related record.
Chris
Hi Ruby Payne,
The contact does not need to accept the invite to validate the relationship. If the process is triggering when you expect, that's a good sign. Does the process hang or go a different route? Please share any details and configurations around where the process fails to proceed to the action creating the related record.
Chris
