This feature automates the creation of standard task follow ups and makes them available from the Quick Actions.
Each Quick Task has its own number of days applied. For example, in the screenshot below there are two Quick Tasks, one with 30 days and one with 7 days. When the user clicks the “Quick Task (30 days)” a task will automatically be created that is out 30 days from the current date with the field mappings shown below.
After a Quick Task selection is made, the screen refreshes but the Quick Actions box remains open so the user can choose to perform another step or select “No thanks. I’m Done”.
The Quick Task feature has its own Advanced Flex Setting which sets up the values the new Quick Task will retrieve from its Parent. This ensures a Task is created without the user’s participation.
Setting Name: QuickTaskFieldsFromParent
Setting Value: ListName1|ChildField1=ParentField1, ChildField2=ParentField2, etc.
In the above example:
Account=Account instructs the Quick Task to retrieve the “Account” name value from the Interactions and Tasks lists and copy it to the Quick Task “Account” field.
Ensure that all fields are correctly entered or the data will not copy over.
Important Points
- Each Quick Actions form follows on from a list item (ie. Interactions). Therefore, each Quick Task will need to be configured for the parent item that preceded it. In other words, if you would like to have the Quick Task set up to follow on from an Interaction and an Opportunity item creation, these two lists will need to be configured in the Setting as shown above.
- Quick Tasks are only available from the Quick Actions follow on forms. They are not available from Sub Grids or Action Bars.
- This feature will be most useful following an Interaction and a Task since a Task is being created and therefore fields must match. If you are trying to use Quick Tasks following an Opportunity or Project then they may be fields that do not match.
- The amount of days is a coded feature. By applying the text as shown below into the Quick Actions setting, the amount of time will automatically be assigned.
Configuration
- From the Advanced Settings list locate the Quick Actions setting for the list that the Quick Actions will follow on from. This setting was previously called ListnameNewFollowUp.
- Update the Setting Value to include the row “Quick Task (# of Days)|QuickTask(#)” as shown below.
- Click Save then Reset Application Cache.