Is it possible to have a script that can create multiple tasks inside of an opportunity? I am able to create a task using ss 2.0 but am stuck on having the task be created inside an opportunity so it is attached to that opportunity.
k
Kevin
03/29/2020, 3:15 AM
what do you mean creation of multiple tasks inside Opportunity ?
p
pen one
03/29/2020, 3:21 AM
What I would like to do is when an opportunity is created with a certain parameter in the form that 4 different tasks are created for the sales rep that is attached to that opportunity.
k
Kevin
03/29/2020, 3:25 AM
where and when those four different records created ? are those being created before or after ?
p
pen one
03/29/2020, 3:30 AM
It would be created after the opportunity is saved and there is a subtab called activites where a task can be created.
b
battk
03/29/2020, 5:35 AM
take a look at the url when you create a new task from the opportunity
battk
03/29/2020, 5:36 AM
the parameters in the url should give a hint about which fields on the task you need to set
battk
03/29/2020, 5:36 AM
most of the time the parameters in the url can be set as default values