Hello everyone,
Recently, I've been experimenting with Records for a little and came up with a question.
I have Record with source of specific Process Model. Currently, it displays all processes except archived ones. My process is very simple process with couple of user input tasks that are assigned to different groups (very basic tutorial stuff).
Example, if I have scenario with multiple groups (Group A and Group B) and if user from Group A starts that process, it can come only up to specific task in process and then user from Group B must continue and finish the process, pretty basic stuff from tutorials.
Now, is it possible to continue process from Record list without going to Tasks tab? If it is, could you please give me a suggestion on how to do it or point me in right direction toward implementing this logic?
Thank you in advance!
Discussion posts and replies are publicly visible
Build a task report to display on the record with a list of active tasks.
Thanks for answer! I will try it now and I'll let you know of results
Here is a link that may help: https://docs.appian.com/suite/help/19.4/Task_Report_Tutorial.html
One last suggestion, if you are going to put this report on each record, i'd filter the report to only display tasks for that record so the report would be context specific. This will prevent the user from accidentally completing the task for another record.