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Create a sub-process with pre-add form

Answers:

It is not clear from your description what result you want to get.
Please provide some example of what needs to be done and what result you want to get.
14.01.2021, 17:07
Original comment available on version: ru

Yanina Iurchuk
difreight

Tyndyk Maxim Vadimovich
Administrator wrote:
It is not clear from your description what result you want to get.
Please provide some example of what needs to be done and what result you want to get.

https://difreight.crm-onebox.com/admin/customorder/logist/10217/edit/
Process axis. At any stage, you can click the "Request Information" button. A subtask is created. But for the skin time, we need to work on the task of working on different spivrobitnikiv and with a different description. And for such automation, there is no possibility to manually write the text through the add form and choose on whom to create the subtask.
Dyakuyu)
15.01.2021, 10:46
Original comment available on version: ru

I can offer you:
- make additional fields in the parent process in which you will fill in your description and the person in charge (there is an additional field type "Contact Directory")
- at the starting stage of the subtask, select actions that will help you write the value of the additional field from the parent process into the description of the process being created, as well as change the responsible one (for example, copy the field from the parent, and then set the responsible one based on this field with another action)
Well, in general, when you constantly need different things on different ones, it’s probably easier to fill out “Create a subprocess” through the comments feed, the same filling in 2 fields - and without additional additional fields, actions, etc.
15.01.2021, 16:39
Original comment available on version: ru

Yanina Iurchuk
difreight

Tyndyk Maxim Vadimovich
Administrator wrote:
I can offer you:
- make additional fields in the parent process in which you will fill in your description and the person in charge (there is an additional field type "Contact Directory")
- at the starting stage of the subtask, select actions that will help you write the value of the additional field from the parent process into the description of the process being created, as well as change the responsible one (for example, copy the field from the parent, and then set the responsible one based on this field with another action)
Well, in general, when you constantly need different things on different ones, it’s probably easier to fill out “Create a subprocess” through the comments feed, the same filling in 2 fields - and without additional additional fields, actions, etc.

It's clear. So we work. Dyakuyu.
18.01.2021, 11:26
Original comment available on version: ru

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