How can we create Problem Task automatically when problem record is moved to Root cause analysis state?

[Shikha puri]

Solution Plan Problem Task type to be created automatically when problem record is moved to Root cause analysis state except for when problem priority is 5-Planning and to auto populate the values of the problem records like assignment group, priority, short description and description-Solution plan task ,type -solution plan, due date - 30 days ahead of problem created date.

Please help.

[Ankur Bawiskar]

Hi,

when your Priority is 5-Planning you don't want it to create.

So update the workflow condition accordingly.

Regards
Ankur

[Shikha puri]

will you please help me that how can I create that workflow with the help of screenshots ?

[Shikha puri]

Sorry now I have created the Flow designer as mentioned by thomas now HOw can I link that task with problem , Will you please explain it ?

[Ankur Bawiskar]

When you use Create Record Action set the field value

Problem -> Problem Trigger Record

you can map it using the data pills

[Shikha puri]

Will you please elaborate this with the help of screenshot ?