How to automatically generate new task after completion of another task?

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Posted on by James Byrne

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How do I automatically generate a new task after the completion of another task?

I currently have a process that creates tasks immediately after an account is registered. The issue I am having is that it instantly creates all three tasks that I need, while I would rather have each task created after the prior one is completed (i.e. after the 1st task is completed the 2nd task appears, etc.).

Thank you

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Aileen Gusni 44,524 on at

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Hi James,

I think you can use workflow.

Register the workflow process on Task Entity, and triggered on status change (on Task completed)

then create a new Task.

*If you want to limit max Task is only up to 3, then you need to create a new field to store total Task per account (Whole Number), then update Account field everytime Task was created and before create new task step have to check if total Task is less than 3, then create new Task.

You can also use Plugin, but if you can do without coding, you can do it.

Hope this helps!

Thanks.

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Wayne Walton 13,730 on at

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You could set up a long-running workflow that waits for each task to complete before creating the new task. There is a risk in this, as long-running workflows can impact performance and sometimes outright fail. However, it gives you a lot of control about when and how tasks get created.

Alternately, you could make a branching workflow that has a check condition to see which Task just closed, and then creates the next one. This will run on every Task completion, so you will need a default action to not create any task and immediately close the workflow, but once you have that, and a really robust Check condition, your branching workflow would have a lot less impact on the system than the long-running workflow, but also give you less overall control.

Without knowing anything else, I would recommend the branching workflow as the safer option.

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CRMInnovation.com on at

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Create workflow that creates a new task on the close of a task. But add a field in the task entity to indicate which task it is 1-3, Then check condition of this field before executing the rest of the steps in the task.

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