Records are not going to the right group

lisak over 7 years ago

Hi -

I apologize if I'm not clear explaining this. I have a particular record that is being created in Appian that I can't seem to assign to a group. I have a group called ICP US that I'm trying to have automatically assigned these records that are created, but any thing I've configured, no one in the ICP US group is receiving a Task for the record.

Does anyone know how to fix this?

Thanks!

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0 harshav over 7 years ago

Ok , Here is my understanding on the information which you gave,
1. User clicks on "Intercompany Change Request form",
2.Receiving country would receive a Task.
3.Once the task is reviewed he might approve or reject.
Could you clarify the following for me :)
1.Does the Task which is generated contains any Link to view records, (basically I wanted to know how the user is viewing the records)
2.Does the user approves the request from Tasks?
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0 harshav over 7 years ago

Ok , Here is my understanding on the information which you gave,
1. User clicks on "Intercompany Change Request form",
2.Receiving country would receive a Task.
3.Once the task is reviewed he might approve or reject.
Could you clarify the following for me :)
1.Does the Task which is generated contains any Link to view records, (basically I wanted to know how the user is viewing the records)
2.Does the user approves the request from Tasks?
Cancel
Vote Up 0 Vote Down

Sign in to reply

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