Question

how can i set this type of cases?

i. Create new activity category “Request Validation”, and allow for it to finish with one

of three possible results: “Valid”, “Invalid”, and “Canceled”.

ii. Create Task: “Validate Request” of category - “Request Validation”, the task must

be visible in assignee’s calendar, and assigned to the owner’s manager. System

immediately creates the task upon advancing to the stage, and designates it as a

“Required Step”.

iii. Send Email to the Owner of the task advising him/her of result reached in Validate

Request task. If the result of the Activity is “Valid” then send an email with the

following Subject: “Your request has been Validated”, otherwise send it with: “Your

request has NOT been Validated” in the subject line.

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4 comments

Hi!

For this task you may do the following:

1) Create new activity type and add new edit page for it

2) Assign task and make it visible using business process that will be triggered by creation of such activity

3) Use business process to send email after activity with such category changes its status

Best regards,

Angela

Hi Angela, Thank you for our reply

Angela Reyes,

Hi Angela , Could you please let us know how to add a new activity type and respective edit page for it

 

Shailey,

New activity type can be added in "Activity type" lookup. Instruction on how to set multiple edit pages can be found below: 

https://academy.bpmonline.com/documents/administration/7-14/setting-multiple-section-pages

Best regards,

Angela

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