- A user creates a Case related to an Account
- I have a Custom Field (Assigned To) to record to which business unit the Case is assigned
- On Save, Workflow generates a Task with a Subject of "Respond to Task Assigned to [Business Unit]" (there is a workflow for each BU)
- The User who is the lead of the Business Unit gets the task, but has to open the Task, then clic on the Case to find out to which account the underlying Case relates
My need:
I do not want to task users to repeat the Account name in the Case Subject.
I cannot find a relation that will allow me to display the Account name either in the Task form, or in a report.
The underlying Account is a key driver on how Tasks are responded to or ignored by users.
Any ideas or workarounds?
Eriel Ramos-Pizarro