Create Task via Escalation Rule

Question

Hi 
 a customer wants a follow up task created when a new case is entered - i though this would have been possible via the workflow but looks like the create new task action is not available on primary workflow rules so thought i would try it as an escalation rule but there is not option for creating a new task on their either 
 whats the best way around this issue? has anyone done this before that could post some sample code please?

Matthew Shaw · Accepted Answer

Hi SIQ 
 I offer another route here, I do these by SQL and Stored Procedures - the Workflow / Escalation rule calls on the SP and the SP does the heavy lifting. 
 For example the following would create an appointment against an opportunity, but you can change the Comm_Type entry from Appointment to Task. 
 I use this as my base script and over time included more things into it (e.g. the follow up date defaults to 2 days in the future but ignores weekends) 
 CREATE PROCEDURE uspCreateOppoApp @Opportunityid int 
 
 AS 
 declare @commid int 
 declare @commlinkid int 
 
 declare @companyid int, 
 decalre @personid int 
 
 declare @currentdatetime datetime 
 declare @territoryid int 
 declare @Location nVarChar(255) 
 declare @description NVarChar(50) 
 declare @details nVarChar(MAX) 
 declare @UserID INT 
 set @currentdatetime = GETDATE() 
 
 BEGIN 
 select 
 @companyid = oppo_primarycompanyid, 
 @personid = oppo_primarypersonid, 
 
 @territoryid=oppo_secterr, 
 @UserID = oppo_assigneduserid, 
 @description = oppo_description, 
 @Details=oppo_note, 
 @Location=RTrim(Comp_Name)+' - '+RTrim(Addr_Address1)+', '+RTrim(Addr_City)+', '+RTrim(Addr_PostCode) 
 from opportunity with(nolock) 
 LEFT OUTER JOIN Company with(nolock) ON Oppo_PrimaryCompanyId = Comp_CompanyID 
 LEFT OUTER JOIN Address with(nolock) ON comp_primaryaddressid = addr_addressid 
 where oppo_opportunityid=@opportunityid 
 
 INSERT INTO [Communication] 
 ([Comm_Type] 
 ,[Comm_Action] 
 ,[Comm_Status] 
 ,[Comm_DateTime] 
 ,[Comm_ToDateTime] 
 ,[Comm_CreatedBy] 
 ,[Comm_CreatedDate] 
 ,[Comm_UpdatedBy] 
 ,[Comm_UpdatedDate] 
 ,[Comm_TimeStamp] 
 ,[Comm_SecTerr] 
 ,[Comm_OpportunityId] 
 ,[Comm_Organizer] 
 ,[Comm_Subject] 
 ,[Comm_Location] 
 ,[comm_note]) 
 VALUES 
 ('Appointment' 
 ,'PhoneOut' 
 ,'Pending' 
 ,@currentdatetime 
 ,@currentdatetime 
 ,1 
 ,@currentdatetime 
 ,1 
 ,@currentdatetime 
 ,@currentdatetime 
 ,@territoryid 
 ,@Opportunityid 
 ,@userid 
 ,@description 
 ,@location 
 ,@details) 
 
 SELECT @commid = @@IDENTITY 
 
 INSERT INTO [Comm_Link] 
 ([CmLi_Comm_CommunicationId] 
 ,[CmLi_CreatedBy] 
 ,[CmLi_CreatedDate] 
 ,[CmLi_UpdatedBy] 
 ,[CmLi_UpdatedDate] 
 ,[CmLi_TimeStamp] 
 ,[CmLi_Comm_CompanyId] 
 ,[CmLi_Comm_PersonId] 
 ,[CmLi_Comm_UserId]) 
 VALUES 
 (@commid 
 ,1 
 ,@currentdatetime 
 ,1 
 ,@currentdatetime 
 ,@currentdatetime 
 ,@companyid 
 ,@personid 
 ,@userid) 
 end

Sage CRM

Create Task via Escalation Rule

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