Create a Task on Parent RITM when Related Record Change Request has been moved to "Authorized"

Tfnhodgi
Tera Contributor

Hi all,

I have a use case I’m hoping to get some input on.

Here’s the scenario:
If a Change Request is submitted through an RITM and its state is updated from "Scheduled" to "Authorized", I want this action to trigger a task — but the task should be created within the RITM, not the Change itself.

The Change Request appears under Related Records > Change Requests in the RITM.

From what I can tell, this likely can't be handled via Flow and might require a Business Rule or a custom script. Before I go that route, I wanted to check if anyone has implemented something similar or has suggestions on the best approach.

Appreciate any insights!

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