Conditional Task Assignments

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Data ultimo post: 09 set 2021

We are reviewing a current request to assign Automated Tasks on creation, and/or change in a Deal.  The baseline functionality is there, but automated tasks are system-wide, and cannot be conditioned to execute based on criteria (Company / Business Unit) and assigned to different users based on the criteria.  My questions:

  1. Is there functionality in the development queue, which would provide the ability to condition assignments based on a field / custom field within a deal.
  2. If not, our intention would be to create an api to support the creation of tasks, and assignments.  Would this be a viable option?

 


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