Hello,
Does anyone know how to set it so an event can automatically create a task for a user? Thanks.
Matt
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Need more info, but business processes can create tasks user directed or on data triggers. Progress bars can create tasks automatically based on a records stage/status. There are many ways to accomplish your general ask.
Hello.
As Sara already mentioned, there are multiple ways to achieve your task depending on your business logic and requirements.
Please review the following articles, as they provide detailed guidance and examples that may help you choose the most appropriate approach for your use case:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dynamic-case-setup/case-designer-elements-reference/task-case-element
Best regards,
Antonii.
Thanks for the feedback. What I am looking to do is for a lead to automatically generate as a task for a specific user, based on time parameters. For example, if a lead is created on monday it will be created as a task for user x to follow up with. One Tuesday is will be a task for user y.
If anyone has information about how to do that specifically that would be great.