Enable Task Creation for Object Workflows

You can configure object workflows to trigger the automatic creation and assignment of tasks. For example, you might want to remind a sales representative to call a customer one month before their contract ends. Most objects support the creation of tasks.

However, for any object (for example, Asset) that doesn't have a standard relationship to Activity as delivered, the Task event action is disabled. To enable the Task event action, you create a relationship between the target object and Activity objects.

Create a relationship between the desired object and the Activity object in one of two ways:

• Create your own dynamic choice list field for the Activity object that points to the desired object's records.

• Create a one-to-many reference relationship with desired object as the source, and the Activity object as the target.

  Tip: This type of relationship is similar to a dynamic choice list relationship. The difference is that when you want to create your own relationship between the objects but you don't need to show it in the UI as a choice list, then you might prefer to simply create the one-to-many relationship rather than the dynamic choice list relationship. With the one-to-many relationship, you don't get a choice list field for the object to add to any Activity user interface.

Once a dynamic choice list or reference relationship exists, you can create tasks for object workflows associated with the desired object.

Creating a Dynamic Choice List Field

In this example, let's create a dynamic choice list field for the Activity object that is populated by records from the Asset object.

1. In Application Composer, select the Activity object.

2. Select Fields.

3. Create a field of type Choice List (Dynamic).

4. Complete the general steps to configure a new dynamic choice list field. For example, set the display label for the field.

5. In the Related Object list, select the Asset object.

6. Complete the rest of the steps to create this dynamic choice list field. For example, in the List Selection Display Value field, select the field that displays as the first column in the dynamic choice list at run time.

7. Click Submit.

Creating a Relationship

In this example, let's create a relationship between the Activity and Asset objects.

1. Navigate to Application Composer.

2. Click the Relationships link under Common Setup.

3. Click the Create icon.

4. In the Source Object field, select the Asset object.

5. In the Target Object field, select Activity.

6. In the Cardinality field, select 1:M.

7. Click Save and Close.