add new activity requesting that a preconfigured page is completed by the user
In a process, I need to add a new activity, requesting that the target contact fills in a preconfigured page. When the activity is completed, the process will then resume with the data entered by the contact. Is it possible ???
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Dear Ricardo,
You can use user actions for this purpose. Use the "preconfigured page" element and use its parameters in next elements: https://academy.creatio.com/documents/technic-bpms/7-15/process-parameters#XREF_21532_Using_process
Angela Reyes,
Thanks for your reply. The problem is that I need to use the "pre-configured page" process element, and unfortunately it does not create an activity for the target user, just as the "user dialog" and the "perform task" elements do. It only creates a task notification on the right panel. So, if the user misses the right panel task notification (or deletes it) the process will never resume.
Ricardo Bigio,
You can force the page to pop up and then ask the user to fill it in. You can also use "and" gateway to create task and page and then wait for both of them to complete
Angela Reyes,
That is exactly what I did (use the pre-configured page and the "and" gateway). The problem is that once the user deletes the notification on the right panel the pre-configured page cannot be reached via the task, am I right ? If so, The process will never resume even if the user updates the task to "completed"...
Angela Reyes,
The users are not expected to do so, but as the task on the right panel shows the thrash basket, they can delete the pre-configured page task notification... besides, I would like to allow the users to monitor their tasks via the activities section, not via the right panel. The right panel can be full of other notifications, making it easy for the user to miss one of the pre-configured page tasks notifications. The solution using the "and" gateway helps, but it still requires that the user searches for the missed pre-configured page task notification on the right panel, as there is no link between the created user task and the pre-configured page task notification...
Ricardo Bigio,
Then you can use only activity and connect it to record that must be changed. You can create a task with a title like "Fill in the field"
There is no other way, pre-configured pages and tasks are different objects.