Inheriting child records via workflow

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Posted on by Rob Pearce

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I have written a workflow that creates a new Lead when a contact changes job. My Marketing Director wants all the notes from the contact (which are stored as tasks) to be visible on the new lead.

Is there anyway via workflow to copy the tasks from the contact record onto the new lead?

Many thanks,

Rob

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shivaram 3,315 on at

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RE: Inheriting child records via workflow

Hi Rob,

Unfortunately using normal workflow, you can't copy tasks. You need to goto custom code only. In custom code, Plugin is better than custom workflow (as per my knowledge)
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Alagunellaikumar 6,210 on at

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RE: Inheriting child records via workflow

With the help of the custom workflow we can achieve it

Please refer the below url

crm2011distributewf.codeplex.com

crmtipoftheday.com/.../update-related-records-with-a-workflow