Hi everyone. I'm starting with bpm'online and I have a question related to reminders. I know that in an activity we can send reminders to author and to the owner, but here where I work arise the need of remind everybody in the same department of the owner, I mean, imagine the owner is someone that works in commercial department, so everybody in commercial department should be notified. Do you guys know how can I do it?
Thanks a lot.
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Dear Paulo,
In the current version of the application there is no option to send the reminders to a separate department, however, you can add the members of the department separately on the participant tab of the activity page. Here is the example - http://prntscr.com/n0jlym Thus, all the participants will get the notifications.
Best regards,
Dean
Dean Parrett,
Thanks for reply. That's exactly what I thought. Do you know whether can I import a list of participant on the same excel I'm importing the activity? I need to import a list with about 120 activities and add at least 3 or 4 participant per activity. It is not easy to set one by one.
Dear Paulo,
It is not possible to import the activity with all participants, however, you can create a separate excel file and import the participants into already imported activity. For instance, I have the activity where I want to add one more contact http://prntscr.com/n0z3gc . I need to prepare the excel file with the contact and add the column with the activity title - http://prntscr.com/n0z498
After that, I just need to go to the data import section, choose 'activity participant' object http://prntscr.com/n0z55p , map the columns and start the process. As the result, I have the required contact in the list of the participants. http://prntscr.com/n0z671
Once more solution, is to import the list of participants directly on the detail of the activity, however it is convenient to use it if you have a lot of participants http://prntscr.com/n0z9hz
Best regards,
Dean