Hello, I create a new Activity Type and Activity Category called a "QA Activity". I designed a page specifically for the new QA Activity. However, I would like to be able to create a new Activity record of this type directly from a case.
For example, I want to be able to click this task icon in a case and have a QA Activity to open up. Is this possible using standard functionality? What extra configuration is needed?
The issue right now is when I open a task in a case, it will only open a to-do type activity.
The root issue is that the flag button you highlighted creates an activity of type 'Task'. The 'To do' is the Activity's category and has no bearing on your issue.
What you want is the activity to be created with your new type, 'QA Activity', rather than type 'Task'.
The 'Activity' entity schema automatically assigns the type of all Activities to be 'Task'. You can try editing the mini-page schema of the activity to have it set to your new type 'QA Activity'.
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?
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.
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.
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
I am using the Task element in multiple business processes. The problem is that the activity window does not open once the step is executed. The step in the log remains in the "Running" state until the activity is completed.
From the screenshot provided I can see that this task is performed by someone who is read in the "Read data" element. And what will happen if the user whose information we are getting from the "Read data" element is not logged in? Nothing happens, he will only see a notification in the CTI-panel.
Please change "Who performs the task" field value to current user contact and you will see that the page will open for the contact who started the process.
Thank you Oscar! I understand but in this case I'm trying with user supervisor who is the owner of the opportunity. In the "Who performs the task" I've set "
#Read Opp Data.First item of resulting collection.Owner#. Do not you think it should work? I tried with current user contact same behavior. The page isn't open
