Dear community,
I am looking to incorporate a due date field for tasks associated with different lead stages.
To achieve this, I plan to leverage existing workflows that are triggered during lead stage updates and lead creation. However, I would greatly appreciate your expertise and guidance in modifying these workflows to include the 'scheduledend' parameter for setting the due date.
The specific workflows I am looking to update are as follows:
Fill due date when creating Lead Activities:
How to fill due date?
Thank you very much for your time and support.
Hi Knowledge_seeker,
You can do this by modifying the workflow to trigger on create of a lead record, and then create process timeouts to wait 1 hour or 1 workday, followed by populating the due date. Alternatively, a better solution is to implement this functionality with a Power Automate flow instead.
André Arnaud de Cal...
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