Announcement

Collapse
No announcement yet.

Advanced pack not creating tasks for users

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Advanced pack not creating tasks for users

    Tried flowcharts, and processes. neither creates a task for the users.

  • #2
    Hello,
    Could you please provide:
    1. what the EspoCRM version and Advanced Pack version do you use?
    2. what condition should be met to create a task?
    I will try to reproduce and check it.

    Comment


    • #3
      Originally posted by Maximus View Post
      Hello,
      Could you please provide:
      1. what the EspoCRM version and Advanced Pack version do you use?
      2. what condition should be met to create a task?
      I will try to reproduce and check it.
      Note: We tried this with an earlier version of both CRM and Pack, and had the same problem.
      Resent upgrade did not resolve the problem.

      1. EspoCRM version 5.6.3
      2. Advanced Pack 2.2.1
      3.
      Conditional Start Event CloseText
      New Lead Entered
      Trigger Type
      After record created
      Conditions
      All (All must be met)
      Status
      equals value
      New - Not Contacted Yet
      Click image for larger version

Name:	bbbbb.png
Views:	8
Size:	20.1 KB
ID:	50588

      4. User Task CloseText
      Approval Task Send
      Action Type
      Approve
      Name
      None
      Assignment
      Specified User
      Target User
      User1
      Target Team
      None
      Description
      Approve lead
      Click image for larger version

Name:	ccccc.png
Views:	8
Size:	26.5 KB
ID:	50589
      5. In "Processes" we see the "Process" with status "started" and the only function of the process at this time is to send a task to a user.
      Note how we removed all the subsequent arrows leaving only the two functions "New Lead Entered" to start the process and "approval task send"
      We are currently only trying to get this part to work.

      Click image for larger version

Name:	ddddd.png
Views:	32
Size:	62.9 KB
ID:	50587

      Comment


      • #4
        Hello,
        I have already tested it with 'Approval Task Send'. It works well. This action shouldn't create a task record in the Task entity. There should be a notification only that as expected was successfully received by a specified user. Please read about the 'User Task' here https://www.espocrm.com/documentatio...tent-user-task.

        Could you tell me what result do you expect to achieve?

        Comment


        • #5
          Yes, we were expecting to see "Approval Task" appear in the lists of Tasks. It would be nice to have the option to have them appear in the Task list. This would facilitate time-blocking, instead of interruptions of constant Notices. Now we know where it goes, we will work with it.

          Comment


          • #6
            To create the Task record you have to create a new task as it shown on the screenshots:
            Attached Files

            Comment

            Working...
            X