Need ideas for how to trigger an action on record modification
The use case:
Whenever a task is created, an action is triggered and it automatically creates an activity for the task. Though, occasionally said task description can be modified to enough that it warrants a new activity to be created for it. The issue is that I cannot have the action trigger off the task description being modified as it is the discretion of the user when this need to happen, or things such as going back to edit typos and such would trigger it as well. Currently, I just have an URL button that carries forward the information to the activity form that the user can click to create the activity. Though, this could save two steps from not having to go the activity form then save it there.
I would like there to be something like a checkbox, so when it was checked it would trigger a record modification action to add the activity. So then similar to the URL button, it is at the discretion of the user as to when the task has been modified enough it warrants a new activity. They could check the box and just save the task and automatically create the activity instead of going to the activity form and save. Though, then the issue is it stays checked when the record is saved. Then it would not work the second time around the task is modified. Sorry if the use case was not clear. Any thought or ideas how I could do something like this? Its not huge, but 2 steps is 2 steps.
Whenever a task is created, an action is triggered and it automatically creates an activity for the task. Though, occasionally said task description can be modified to enough that it warrants a new activity to be created for it. The issue is that I cannot have the action trigger off the task description being modified as it is the discretion of the user when this need to happen, or things such as going back to edit typos and such would trigger it as well. Currently, I just have an URL button that carries forward the information to the activity form that the user can click to create the activity. Though, this could save two steps from not having to go the activity form then save it there.
I would like there to be something like a checkbox, so when it was checked it would trigger a record modification action to add the activity. So then similar to the URL button, it is at the discretion of the user as to when the task has been modified enough it warrants a new activity. They could check the box and just save the task and automatically create the activity instead of going to the activity form and save. Though, then the issue is it stays checked when the record is saved. Then it would not work the second time around the task is modified. Sorry if the use case was not clear. Any thought or ideas how I could do something like this? Its not huge, but 2 steps is 2 steps.
