Question

how can i set this type of cases?

i. Create new activity category “Request Validation”, and allow for it to finish with one
of three possible results: “Valid”, “Invalid”, and “Canceled”.
ii. Create Task: “Validate Request” of category - “Request Validation”, the task must
be visible in assignee’s calendar, and assigned to the owner’s manager. System
immediately creates the task upon advancing to the stage, and designates it as a
“Required Step”.
iii. Send Email to the Owner of the task advising him/her of result reached in Validate
Request task. If the result of the Activity is “Valid” then send an email with the
following Subject: “Your request has been Validated”, otherwise send it with: “Your
request has NOT been Validated” in the subject line.

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2 comments

Hi!

For this task you may do the following:

1) Create new activity type and add new edit page for it

2) Assign task and make it visible using business process that will be triggered by creation of such activity

3) Use business process to send email after activity with such category changes its status

Best regards,
Angela

Hi Angela, Thank you for our reply

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