A #Trigger Executable is configured on Case update so that when a Case is closed, it automatically creates a follow-up Task assigned to the Case Owner with a due date 7 days out to verify customer satisfaction.
Overview
General Use Case
Use #Trigger to configure an automation that runs during save when a record meets specific criteria, automatically executing actions such as creating or updating related child records.
Video Demo
Downloadable Executables
Case.Create.FollowUpTask.OnCloseWalkthrough
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Pipeline - Case.Triggers
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New Executable - Case.Create.FollowUpTask.OnClose
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Trigger Settings
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Scoping
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Mapping
