How to find task IDs associated with the selected entity? With the help of an additional activity from the START company, this can be done in two clicks!
START: Activities to search for all tasks associated with an entity is an additional block for business processes in CRM, which is designed to search for tasks (including completed ones) associated with the selected entity:
Lead
Deal
Contact
Company
Account
Smart process
The element to be searched for is selected based on two input parameters:
Entity Type and
Entity ID.
The activity block, as a result of its operation, returns the IDs of tasks associated with the selected CRM entity.
This block can be used both to display information in a message, report or notification, and for further use in a business process. For example in the following scenarios:
for automatically changing the person responsible for tasks when changing the person responsible for an entity
for mass setting of deadlines for tasks associated with a specific entity
to view the average time for solving problems for a specific entity
to count the number of employees involved in solving problems for a specific entity
together with the application START: Activities - search for files in a task optimize disk space usage (by setting up automatic deletion of files in long-completed tasks)
* * *
activity / business process / business process / additional block of business process / entities / task search by ID
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