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Creating workflow to trigger email when a specific task is marked complete

I'd like to create a workflow at the task level, to trigger a workflow when a specific task name contains "sample" in its name is marked complete.  When the task is marked closed it will fire off an email.

Kevin Fulmer Answered

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Hi Kevin,

 

You can create a 1 workflow rule that will do that in two actions.

  1. Run time: When a record is created, or when a record is edited and did not previously meet the rule criteria

  2. Eval: Contains($Name,"sample")

  3. Action no. 1: Change State = 'Completed'

  4. Action no.2 : Send email

 

Please feel free to join one of our advanced Q&A webinars for further questions!

 

Good luck!

Tamir

Tamir Avital 0 votes
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