Hello,
I would like to create a Custom function, so I could run it under a Schedule.
In the Custom Function, I would like to create new tasks and link them to the potentials that have the "Run Workflow" field set to TRUE.
The tasks I'd like to create and link to the potentials with that value in the field would be as follows:
Subject: Site Survey
Due Date: Closing Date minus 63 days
Status: Not started
Priority: High
Subject: Purchase Order
Due Date: Closing Date minus 35 days
Status: Not started
Priority: Medium
(I'd like to add up to 13 tasks, but for the example I will show these two)
I'd like to update the "Run Workflow" field to FALSE.
I believe this can be done using Custom functions. Is there any example I could follow?
Thanks in advance.