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[Advanced pack] Assigning tasks to Teams, will they be notified?
For the first case, you first need to disable the Required option in the Assigned User field (Administration > Entity Manager > Task > Fields > Assigned User). Next, using the workflow, you can create the desired functionality:
For the second case, you should use the List report and workflow. In the report you will need to select the Case entity type and use the following filter:
In the meantime, the workflow will look like this:
For the third case, you can configure the Stream for the Case entity so that all changes in the fields you select are pushed into it. More here: https://www.espocrm.com/tips/follow-records.
[Advanced pack] Assigning tasks to Teams, will they be notified?
Hi,
I'm considering purchasing the ADVANCED pack but I still have some questions, perhaps someone can help me with the answers?
- Is it possible to create a task and assign this to a TEAM only (not a USER) and will the TEAM get a notification by email?
- If the case is "untouched" more than X days, can it be escalated to another user or team?
- Will this case, if assigned to an account also, be registered in the stream? So that others can see that there was an activity with this account? (most important!)
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