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:
- Is there functionality in the development queue, which would provide the ability to condition assignments based on a field / custom field within a deal.
- 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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