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Former Member

No adding tasks to visit until refreshed

Hi

Why do I need to refresh Visit for tasks to apply?

When I create a new visit it has no tasks attached:

But afte heating refresh necessary tasks do appear:

there is no guarantee that user woun't just forget to click Refresh, so there could be a visit with no tasks performed by the sales rep. And I want to eliminate such possibility.

Best regards,

Nadezhda Rukavishnikova

new-visit.png (36.5 kB)
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1 Answer

  • Best Answer
    Dec 05, 2016 at 08:26 PM

    Hi Nadezhda Rukavishnikova,

    These task are automatically getting determined based the activity plans & routing rule which will be available under the activity planner workcenter. However,we can make the system to do the refresh of visit automatically every time the visit is saved. Check the below steps

    1.Go to Administrator workcenter - workflow rules and select New

    2.Enter the description,Object & Timing as shown below

    3.Press Next and maintain the condition as shown below

    4. Again press next and maintain the Rule as shown below

    5.Press next and Activate the workflow

    Now,Create a new Visit and save.Now All the tasks will be automatically determined in to the visit.

    This will suit your requirement.

    Regards

    Logan

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