Hi Community,
Currently in activity, you can add participant individually. What our client wants instead of individual participant, user can add a group/groups. Any suggestion for the best approach to do this please.
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Hello Fulgen,
Do you see that as adding an Organizational / Functional role or like adding more than one user at once into the Activity participant list?
Thank you for the clarification!
Best regards,
Bogdan S.
Bogdan Spasibov,
Hi Bogdan, Thank you so much. Its like adding Organizational / Functional role. Once group is added all contacts under this group will be added as activity participant.
What i am thinking is to create a custom section(Activity Group) where user can create group/s. Under custom section there is a detail where user can add contacts.
In activity, user can select an Activity Group. Then I will trigger a business process that will select all contacts from Activity Group and insert in in Activity Participant.
Is there any other best way aside from this?
Fulgen Ninofranco,
Yes, actually the implementation that involves BP usage here is the best option.
Please let us know if you need any further assistance with this.
Thank you!
Best regards,
Bogdan S.