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How to create Wall Feed for a Compled Task RRS feed

  • Question

  • Hi all,

    I have below situation for CRM 2011

    I have users create tasks under contracts(custom entity w lookup field to account). What I want is a workflow when the task is marked as complete the users will see on Wall Record a feed with a message similar to:

    Task completed for (account) (Contract)

    What I am little unclear is how to set up the workflow and what exactly do users need to follow? Is following the account enough??

    The workflow I tried which does not work is:
    - on TASK entity starts when record status changes
    - if Activity Status = Completed
    - Create Post with below parameters
    1) Text: Task Completed for {Account {Regarding{Contract}}}
    2) Source: Auto Post
    3) Regarding: {Task{Task}}
    4) Type: News

    Any help would much be appreciated!!

    Wednesday, February 25, 2015 7:49 PM

All replies

  • try to set regarding {Account {Regarding{Contract}}} so that the post will be visible to all following the account.

    regards

    Jithesh

    Wednesday, February 25, 2015 8:39 PM
  • Hi Jithesh,

    That did the job, but now I get 3 same posts on my wall.. Any idea why?

    Wednesday, February 25, 2015 9:24 PM
  • please check if the workflow is triggered multiple times?.

    regards

    Jithesh

    Wednesday, February 25, 2015 9:30 PM
  • yes workflow is triggered multiple times
    Wednesday, February 25, 2015 9:43 PM
  • I also have 3 sub tasks, but one of the conditions I also have Task Category: Parent to distinguish it so I think it should not touch the sub tasks
    Wednesday, February 25, 2015 9:48 PM