Accorto Support

Automatically create tasks via custom Triggers or Process Builder.

Prerequisites:

The checklist you usually want to use use the following settings:

- Only for Object - enter the Object, e.g. Lead, Opportunity, Account, custom object, ...

- Make sure that "Manual only" is de-selected and "Apply only once" is checked 

Create a new Process in Process Builder

• Add Object
  - select any criteria suitable for the situation, e.g. when a record is created
• Add Criteria
  - enter conditions or formula - or just execute
• Add Immediate (or scheduled) Action
  - Action Type: Apex
  - Apex Class: Add Checklist Tasks (first) -- or Add Checklist Tasks (all)
  - Set Apex Variables
  -- Field: ids
  -- Type: Field Reference
  -- Value: The Id of the record

Then, activate the Process.

Apex Details

We provide the following APEX classes/methods which you can invoke via Process Builder or call from a custom class or trigger.  The general steps are:

• Find the checklists for the object type of the record (e.g. Account)
  • ensure that the checklist matches the Only for Object (if defined) and the Only if valid conditions (if defined)
  • the sequence is based on the checklist Code
• Create Tasks from the Checklist Items
  • Assign to the Owner of the Task to the owner of the record
    -- or if defined in the Checklist Item, the Assigned User -- or the Dynamically Assigned User
  • Set the Due Date of the Task based on today's date and the Date Offset Days (and Use Workdays) for tasks without prerequisites
  • Set the Status of the Task to Not Started or Waiting on someone else (for tasks with prerequisites)

Create Tasks only for the first matching checklist:

global class acheck.CheckListCreate {
  /**
   * Process Builder Interface
   * @param ids list of record ids - select Type: Field Reference and the Value: id 
   */
  @InvocableMethod(
    label='Add Checklist Tasks (first)' 
    description='Creates Tasks from the Items of the highest priority matching CheckList')
  global static void create(List<String> ids) {}

  /**
   * Add CheckList Tasks of first matching Checklist for record with Id
   * @param whatId the id of the target record
   * @return list of the saved tasks or null if no checklist found
   */
  global static List<Task> forId(Id whatId) {}
}

Create Tasks only for all matching checklists:

global class acheck.CheckListCreateAll {
  /**
   * Process Builder Interface
   * @param ids list of record ids - select Type: Field Reference and the Value: id 
   */
  @InvocableMethod(
    label='Add Checklist Tasks (all)' 
    description='Creates Tasks from the Items of all matching CheckLists')
  global static void createAll(List<String> ids) {}

  /**
   * Add all CheckList Tasks for record with Id
   * @param whatId the id of the target record
   * @return list of the saved tasks or null if no checklist found
   */
  global static List<Task> forIdAll(Id whatId) {}
}