We need to track tasks that we perform for each account.  we are doing some manually through tasks,  now we are doing some via automation - we still need to record them so they show in the TimeLine - BTW, the timeline feature is great!

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Dear Brian,

If you want to add the activities by the business process without completing them manually, then you can use Add data element: https://academy.bpmonline.com/documents/technic-bpms/7-12/add-data-process-element#XREF_27515

This element can add one record or a selection in the background mode. And you can set up the status to be completed: 

Best regards,

Lily

Lily Johnson,

Thanks, this worked... but to note for others I added several more fields to fill out the activity for it to show up and record what I wanted.

I wanted the nice activity notification to appear like it does for a Task so I also went a step further.  I left the Activity.Status field as "Not Started", added on a 2 sec timer and then closed the Activity by setting the Activity.Status = Completed.  This gives the user a notification letting them know when the process is completed, records the activity and closes the process automatically.  I do this added work for notification because the process varies in time, but the user needs to get a note while their waiting.

Brian Morgan,

In case you need to notify a user, please think of the extending the process or create a new one like it is discussed in this topic: 

https://community.bpmonline.com/questions/how-notification-can-be-sent-business-process-different-users

Best regards,

Lily

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