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Workflow to change owner when an activity is created by an Exec Sales Director

edited Dec 3, 2012 10:12PM in CRM On Demand - Administration (MOSC) 3 commentsAnswered

Is there a way to update the owner of an activity to that of what is indicated on the account record, when a completed task is created by someone with an Exec Sales Director role?  I have created the following workflow, but it doesn't update the owner of the task.

Record Type: Activity

Trigger Event: When new record saved

WF Rule Condition: UserValue(‘<Role>’) = ‘FLR Exec Sales Director’

 

WAIT ACTION:

Reevaluate Rule Conditions After Wait: checked

How Long: 1 minute

 

UPDATE VALUE:

Field Name: Primary Owner ID

Value: JoinFieldValue('<Account>',[<AccountId>],'<OwnerId>')

Overwrite Existing Values: checked

Thank you!

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