Hello, what would be the best way to have a list of common tasks (activities) for when a certain type of case is created?
For example, many of our cases are "service request" for the category column, but when there is a case that is a "change order" category, we would want a list of specific tasks to populate and get assigned. These would be different tasks then we would have for a service request or other case categories.
I know you can have tasks attached to stages of a case, the problem is we only have one case that uses "status" for the stages.
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Hello!
The best way to achieve the task would be to create a business process, that would be triggered once a case, that satisfies the specific conditions is created. Then this process will create specific activities, that you need based on the conditions you choose. You can create several branches in the process and use conditional flows in order to create different tasks. You can read more in the academy article below:
https://academy.bpmonline.com/documents/technic-bpms/7-13/how-create-bu…
Best regards,
Matt
Now that you suggested that, it feels like it should have been obvious! Thanks for the advice!