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Question

Assign Playbook Tasks to Formula Fields

  • August 8, 2016
  • 1 reply
  • 33 views

seth_schroeder
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Playbook tasks cannot currently be assigned to owners via a formula field. This added functionality would enhance this feature.

1 reply

smorrisgainsightcom
What is the return value in the formula field?  If it's a user Id, you can simply push this to a user lookup field type in SFDC which will allow you to assign the tasks out.  In order to dynamically assign ownership, the field type has to be a user lookup.