Hi everyone,
I have spent some time today to find the solution for my task and I am sure it will be useful for someone as well.
My task was to create a task within the business process with a subject that will contain name of the Account and Opportunity Name. I knew that this can be achieved by using 'Add data' element, but I was surprised by the great ability to do that using the actual 'Task' process item.
What I did was:
1. I've created a simple process that reacts on the Opportunity creation, reads Opportunity data and Account data that is connected to Opportunity:
2. I've added a 'Task' item into the process, then selected it and expanded its structure by clicking a 'plus' in the structure area:
3. I have found the 'Recomendation' parameter, looked down on the 'Properties' are and found the 'Value' field:
4. I have clicked on the 'fx' button in this field and added necessary Task Subject like this:
5. I have saved and published my process:
As a result, when running my process I get exactly what I needed:
It will be great to read about some case that you have faced with!
Like