Sure thing! Hope this helps.
This is a task-creation automation & template for creating a specific type of task in a Salesforce Lightning case. The automation starts the same for every user.
1.They must place their cursor in the Subject field of the blank task. They then trigger the snippet and it runs from there.
"TERM OMIOT" is placed in the Subject field.
Then it tabs down to the Task Owner field which by default will display the users name who is creating the task. That name is deleted and the field left blank. This is a required field in Salesforce so leaving it blank ensures that the user cannot mistakenly save the task with it not be assigned to anyone.
Then it tabs down to the Contact field which is where the user selects the Contact record for which the task is to be attached to. Most of the time, auto-pressing the down arrow key will result in the correct Contact name being displayed first, which the snippet could then auto-click on and continue. However, if the user has more than one Contact Tab open in Salesforce, and just before they created this task, they happened to have clicked on a different Contacts Tab other than this one they are creating the task for, then having Autopilot arrow down will likely display the wrong Contact and attach the task to them. Therefore, the text "SELECT CORRECT CONTACT NAME" is put in there by the snippet so that it is a visual reminder to the user that they must manually select the correct Contact to assign the task to.
Then it tabs down through a handful of fields such as Date and Case Relation, which the snipped accepts the auto-displayed information.
Then it tabs down to the Comments field where that large chunk of text is inserted starting with "STUDENT_NAME" and ending with "Agent Name (hidden for privacy)". This template of text contains a number of data points that the user must manually type in so that the user who the task gets assigned to can pick up the process in their workflow.
TERM: This is not an acronym. It is a placeholder of text to tell the user that they must replace the word "TERM" with a numeric reference to what academic month & year the task is in reference to. For example, 2109 would be September 2021.
OMIOT: One Month Interruption Of Training.
STUDENT_NAME: The user is to copy/paste the students name from the Case into this field of the comments.
STUDENT_NUMBER: Same as above.
SELECT CORRECT CONTACT NAME: The task needs to be assigned to one of the 3 Agents listed at the bottom of the comments field, according to alpha last name of the Contact. Those names are listed there as reference for the user so they know who's name to ultimately put in the Task Owner field which has temporarily received the place holder text.
I know there is a lot of opportunity here for RegEx, which I have written and it works flawlessly. The problem I am having is that most of the users on my team who need this Snippet, are on the Basic TB version. Therefore, the limits of functionality are extensive.