Process User Tasks visibility

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  • hi-ko
    Member
    • May 2015
    • 90

    Process User Tasks visibility

    I'm experimenting with BPM actions of type "Review" and "Aprove". Is it really intended that a user will still see a task in the dashboard although it is resolved or canceled? What would be best practice to show only (process) users tasks which a still active? Is this feature actively used by others?
    Side note: For users it is confusing that a distinction is made between tasks and process tasks.
  • emillod
    Active Community Member
    • Apr 2017
    • 1405

    #2
    Hello hi-ko
    you can find there filters. Just go to your server and set actual filter as default

    Comment

    • emillod
      Active Community Member
      • Apr 2017
      • 1405

      #3
      Here you have code:
      "defaultFilterData": {
      "primary": "actual"
      },
      "selectDefaultFilters": {
      "filter": "actual"
      },

      Comment

      • hi-ko
        Member
        • May 2015
        • 90

        #4
        emillod sorry for the late response and thanks for your hints but you suggestion applies for a record list but is not available in the "Process User Task" Dashlet.
        In short the "Process User Task" should behave similar to "My Tasks" which references unfortunately another entity.

        I also tried to create a Dashlet by creating a new list report but in the report I didn't find a way to filter the entities "Process User Task" assigned to "me".

        Comment

        • emillod
          Active Community Member
          • Apr 2017
          • 1405

          #5
          Okay so in this case you can define your own custom filter for dashlet, or you can ask guys from EspoCRM to add this in next version

          Comment

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