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Create a task at a certain BP stage

Tell me how to set up an action that will automatically create a task at a certain stage for a specific manager
Original question is available on version: ru

Answers:

what exactly needs to be configured? there is an action create subtask - https://prnt.sc/ud1lby , where you can choose who to assign the task to
07.09.2020, 16:33
Original comment available on version: ru

thanks for the quick response, it was the subtask that I was interested in
at this stage http://joxi.ru/J2bxjJlUGjRwxr , Booking an air tour, added the action "create a subtask" on the BP "quality control" http://joxi.ru/v29RV7lCzVPN9A , I send it to the manager from the settings
I made the interfaces on the BP "Book an air tour" and "Quality control" the same so that the right manager can see all the information right in the task, tell me what action I can use to copy the data from the fields "Book an air tour"?
07.09.2020, 17:05
Original comment available on version: ru


Netudykhata Inna
Client wrote:
tell me what action I can copy the data from the fields "Reservation air tour"?

if you need to copy from the parent process to a subprocess, you can use the action - https://prnt.sc/ud2das or https://prnt.sc/ud2ew7
07.09.2020, 17:11
Original comment available on version: ru

there are a lot of fields, each one will have to be copied, so it's impossible to copy everything in one action?
07.09.2020, 17:18
Original comment available on version: ru


Netudykhata Inna Client wrote:
there are a lot of fields, each one will have to be copied, so it's impossible to copy everything in one action?

You can select multiple fields at once in an action
07.09.2020, 17:44
Original comment available on version: ru

http://joxi.ru/krDgw7DSJQojgA and what does the subtask level mean?
I need to copy the fields and transfer the info, specifically to "control" http://joxi.ru/vAWWjVZuqpoMaA
07.09.2020, 17:56
Original comment available on version: ru


Netudykhata Inna Client wrote:
http://joxi.ru/krDgw7DSJQojgA and what does the subtask level mean?

this is the nesting level - https://prnt.sc/udfjxp , i.e. if a subprocess is created from the parent - this is level 1, if you create another subprocess from this subprocess, then it will already have a level 2 relative to the parent
08.09.2020, 09:37
Original comment available on version: ru

fields are not copied from me, unfortunately
tell me if there is a similar table http://joxi.ru/12MgvVjS0pYR9r in the order BP? in fact, I can display such a table and select the required fields.
Purpose: to create a task for an employee of the quality department with the necessary information, so that he does not have to go to the customer's order, so that all the necessary information on the order / order of this client is in his task.
08.09.2020, 11:48
Original comment available on version: ru


Netudykhata Inna
Client wrote:
fields are not copied from me, unfortunately

give an example of the process where it is configured

Netudykhata Inna
Client wrote:
Purpose: to create a task for an employee of the quality department with the necessary information, so that he does not have to go to the customer's order, so that all the necessary information on the order / order of this client is in his task.

there is a block of recent client processes - https://prnt.sc/udi5we , where you can select fields to display - https://prnt.sc/udi6dx
08.09.2020, 11:52
Original comment available on version: ru

http://joxi.ru/Dr8aVoEIzxblqm - at the stage Booking air tours
What is the goal: at the "Air Tour Booking" stage, create a task for "Quality Control" (I made a separate task chain), at Quality Control I copied almost all the fields from the "Air Tour Booking" stage, because the manager must see the information on the order. I would like to not have to waste time on transitions and searches, immediately give the necessary data
This block https://prnt.sc/udi5we also thought it would work, added it https://crm.mama.travel/admin/shop/workflowstatus/239/interface/ (at the very bottom) but when you go to the task, there are no fields not visible (tables are not displayed
https://crm.mama.travel/admin/customorder/issue/91152/edit/
08.09.2020, 14:17
Original comment available on version: ru


Netudykhata Inna
Client wrote:
http://joxi.ru/Dr8aVoEIzxblqm - at the stage Booking air tours

is there a process that was switched to this stage today? I haven't seen any of these lately.

Netudykhata Inna
Client wrote:
This block https://prnt.sc/udi5we also thought it would work, added it https://crm.mama.travel/admin/shop/workflowstatus/239/interface/ (at the very bottom) but when you go to the task, there are no fields not visible (tables are not displayed

because you specified in the block settings to display only the process with this BP and status - https://prnt.sc/udlgu0 , the client of this process has no such processes - https://prnt.sc/udlkb4, there is only 1 order, but it does not have the same status, if the status is removed in the block settings, then the processes in it are displayed - https://prnt.sc/udll7z
08.09.2020, 14:42
Original comment available on version: ru

Marina, it worked out, thank you very much! You helped me a lot!
08.09.2020, 15:24
Original comment available on version: ru

there is a problem that the subtask for control is created with the same number as the order, and then when we go to the next stage, we get an error, in order to go further, I have to manually change the number ... https://crm.mama.travel/ admin/customorder/issue/91191/edit/
08.09.2020, 16:34
Original comment available on version: ru


Netudykhata Inna
Client wrote:
that a subtask for control is created with the same number as the order

the subprocess is created with a different number, but then you copy the number of the parent process there - https://prnt.sc/udobnj , remove the Process number field from the copy action
08.09.2020, 16:47
Original comment available on version: ru

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