default confidential processes for certain processes/tasks
confidential process by default for certain processes or tasks, so that when you select a specific process, for example, "Payment", the checkbox already stands that this process is confidential and you do not need to do additional. action and click on the checkbox. Srm is automation) I don’t see the point in a complete manual configuration of each task.
Original question is available on version: ru
Answers:
Vinichuk Marina
Client wrote:
confidential process by default for certain processes or tasks, so that when you select a specific process, for example, "Payment", the checkbox already stands that this process is confidential and you do not need to do additional. action and click on the checkbox. Srm is automation) I don’t see the point in a complete manual configuration of each task.
Set the setting at the start step https://prnt.sc/udb271
Thus, immediately when creating a task, it will already be confidential
08.09.2020, 02:47
Original comment available on version: ru
Sukhanitsky Andrey Vladimirovich
Employee wrote:
Marina Vinichuk The client wrote / a: the default confidential process for certain processes or tasks, so that when you select a specific process, for example, "Payment", the checkbox already stands that this process is confidential and you do not need to do additional. action and click on the checkbox. Crm this is automation) I don’t see the point in fully manually setting each task.
Have you tried it, did it work?
17.09.2020, 14:29
Original comment available on version: ru
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