Using custom object data in Create Task in Microsoft? | Community
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KevinTruong-2
Level 2
November 12, 2024
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Using custom object data in Create Task in Microsoft?

  • November 12, 2024
  • 2 replies
  • 2013 views

I've Googled and read through similar old posts so I think I know the answer to this, but to pose the question anyway:

 

We use the Create Task in Microsoft flow step to notify relationship managers when one of their clients do certain actions. In the task we bring in certain values eg

 

According to Marketo help this only works for Person, Company, Campaign, and System tokens. Has anyone been able to get this to work for data in a custom object? Eg we have an custom object called IterationSummary that has a field called Amount that we're hoping to pull into the Task description. 

 

Thanks 

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Best answer by Michael_Florin-2

According to Marketo help this only works for Person, Company, Campaign, and System tokens. Has anyone been able to get this to work for data in a custom object? Eg we have an custom object called IterationSummary that has a field called Amount that we're hoping to pull into the Task description. 

I fear that Marketo's documentation speaks the truth here, and trigger tokens are not allowed in a task's subject or description. I've just been there and had to learn that program tokens don't work these areas either.

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
November 12, 2024
You've tried {{trigger.Amount}} (assuming you're triggering on Added to IterationSummary, of course)?
    K
    KevinTruong-2Author
    Level 2
    November 12, 2024

    Thanks @sanfordwhiteman, it's a daily batch campaign first that then requests a trigger campaign. I'll give it a go though and see what happens. 

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    November 12, 2024
    Wouldn't work unless the trigger is the CO being added.
    Michael_Florin-2
    Michael_Florin-2Accepted solution
    Level 10
    November 12, 2024

    According to Marketo help this only works for Person, Company, Campaign, and System tokens. Has anyone been able to get this to work for data in a custom object? Eg we have an custom object called IterationSummary that has a field called Amount that we're hoping to pull into the Task description. 

    I fear that Marketo's documentation speaks the truth here, and trigger tokens are not allowed in a task's subject or description. I've just been there and had to learn that program tokens don't work these areas either.

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