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Bitrix24Care

Actions: Tasks



Additional Information

The action requests for additional information from the user. This information is necessary to complete the workflow.

Action parameters

Employees to provide additional information - a list of employees that need to provide the additional information. If you add several employees to the list, the action is completed when any of them provides the required information.

Assignment name - the name of the assignment that an employee will get.

Assignment description - additional information about the assignment.

Assignment button label - the sign that will be displayed on the assignment button.

Show comment input field - enable this option to let employees leave comments on the assignment.

Comment is required - enable this option to make a comment field required.

Comment input field label - the title of the comment field.

Set status message - enable this option to track the status of the assignment.

Status text - this status will be displayed in history.

Wait for information for - the action will be auto-completed after the specified timeout expires.

Show assignment description only to responsible persons - enable this option to hide the assignment description from everyone excepting responsible persons.

Delegate to - who the assignment can be delegated to.

Administrators can delegate assignments even if it's not allowed.

Fields

Here you need to specify what additional information do you want to request from an employee.



Approve Element

The action initiates the element approval process. Then you can configure actions for both cases: if the element is approved or if it's not.

The workflow is paused until the "Approve Element" action is completed.

Action parameters

Approving voters - select users who need to approve the element.

Approval type - how the element is approved:

  • All Persons - the element needs to be approved by all users.
  • Any Person - the element needs to be approved by any person.
  • Vote - the element will be approved by voting.
    For this approval type, there is the Wait for responses from all participants option. If you select no, the action will be completed automatically once the minimum percentage of participating users required for acceptance is reached.

Assignment name - the name of the assignment that users will get.

Assignment description - additional information about the assignment.

Set Status Message - enable this option to track the status of the assignment.

Status Text - this status will be displayed in history.

Accept button text and Reject button text - text that will be displayed on accept/reject buttons.

Show comment input field - enable this option to let employees leave comments on the assignment.

Comment is required - enable this option to make a comment field required.

Comment input field label - the title of the comment field.

Time limit - if an element is not approved or rejected before this period expires, it will be automatically rejected.

Show assignment description only to responsible persons - enable this option to hide the assignment description from everyone excepting responsible persons.

Delegate to - who the assignment can be delegated to.

Administrators can delegate assignments even if it's not allowed.


Read element

The action lets users read the element and post comments.

Action parameters

Reviewers - a list of users who need to review the element.

Assignment name - the name of the assignment that users will get.

Assignment description - additional information about the assignment.

Require reading by - specify if the element must be reviewed by all users or by any user.

Set Status Message - enable this option to track the status of the assignment.

Status Text - this status will be displayed in history.

Assignment button label - the text that will be displayed on the assignment button.

Show comment input field - enable this option to let employees leave comments on the assignment.

Comment is required - enable this option to make a comment field required.

Comment input field label - the title of the comment field.

Time limit - the process of element examination will be terminated automatically when the period times out.

Show assignment description only to responsible persons - enable this option to hide the assignment description from everyone excepting responsible persons.

Delegate to - who the assignment can be delegated to.

Administrators can delegate assignments even if it's not allowed.


Request for extra info (can be declined)

The action requests for additional information from the user. The main difference from the Additional Information action is that the request can be declined by the user.

Action parameters

To be provided by employees - a list of employees that need to provide the additional information. If you add several employees to the list, the action is completed when any of them provides the required information.

Task name - the name of the assignment that an employee will get.

Task description - additional information about the assignment.

Task button title - the sign that will be displayed on the assignment button.

Text for "Decline" button in task - the sign that will be displayed on the "decline" button.

Can be declined by:

  • All employees - the request must be declined by all employees.
  • Any employee - the action stops requesting the additional information if any employee declines the request.

Show comment input field - enable this option to let employees leave comments on the assignment.

Comment is required - enable this option to make a comment field required.

Comment input field label - the title of the comment field.

Set status message - enable this option to track the status of the assignment.

Status text - this status will be displayed in history.

Wait for information for - the action will be auto-completed after the specified timeout expires.

Restrict access - enable this option to hide the assignment description from everyone excepting responsible persons.

Delegate to - who the assignment can be delegated to.

Administrators can delegate assignments even if it's not allowed.

Fields

Here you need to specify what additional information do you want to request from an employee.

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