How to Automatically Add Task When Contact Information is Changed

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How do I create a Workflow that automatically adds a Task when Users change certain fields in a contact record? For example, if a user changes the Last Name or Primary Address, I would like that change to be memorialized in a Task (or a Note or Post, whichever is the best SOP). The purpose is to be able to keep track of changes to Contacts. Can the Task include information about what was changed, and what it was changed from (i.e. the old and new information)? Is this the best way? Thank you.

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ARIFNIIT 1,391 on at

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RE: How to Automatically Add Task When Contact Information is Changed

I think if you want to track changes you can use OOB audit feature. if you want to track it through task you can use Pre-Image for information about what was changed, and what it was changed from.

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Abby Kong 6 on at

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RE: How to Automatically Add Task When Contact Information is Changed

1. Open your solution, open component 'Processes'

2. Click 'New' to create a process

3. Enter a process name, choose Category workflow, choose Entity to monitor

4. In the new Process window, Click Convert to a real-time workflow button to access before change value

4. Change Scope if required, change start when to 'Record fields change', select before. Then select the fields whose change would trigger the workflow

5. Add Step, select Create Record, select Record Type (e.g. task, post...)

6. Click 'Set Properties', put in details including all required fields. Use form assistant to access attributes from Entity selected in step 2

7. Save and Activate

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Community Member on at

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RE: How to Automatically Add Task When Contact Information is Changed

Thanks! Having just the old value should be good enough, as the new value would be the current value. Would someone mind providing step-by-step instructions on "creating a workflow on Update of designated attributes, and creating a task from that recording the old value (by running the workflow as a synchronous workflow on the Before stage)" as David noted above?

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David Jennaway 14,065 on at

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RE: How to Automatically Add Task When Contact Information is Changed

You can create a workflow on Update of designated attributes, and create a task from that. This could record either the old value (by running the workflow as a synchronous workflow on the Before stage), or the new value, but not both.

To get both values you could either have 2 workflows, and hence 2 tasks, or write a plugin

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