Set Field as Assign To and Due Date

[junwei]

Hi Inistate community!
Let’s take a look on how to Set Assign To and Due Date.

Assign To (without Due Date)

1. Edit the form design either in Default (Create + Edit + View) or an Activity.

2. Add an information which Information type is User and select a Module of user in the form.

3. After Information is added, hover the information and click the icon “set field as assign”

4. Remember to save the changes.

Result in Dashboard (show the task in Assigned To Me, not in Dues):

After

• create an new entry (add the information in form of Default (Create + Edit + View))

The task is in state Open (initial state)

or

• perform the activity (add the information in form of Activity)

The task is in state Assigned (state after perform activity)

Assign To (with Due Date)

1. Edit the form design either in Default (Create + Edit + View) or an Activity.

2. Add an information which Information type is User and select a Module of user in the form.

3. After Information User is added, hover the information and click the icon “set field as assign”

4. Add another information and the Information type is Date or Date Time.

5. After Information Date is added, hover the information and click the icon “set field as due”

6. Remember to save the changes.

Result in Dashboard (show the task in “Dues”, not in “Assigned To Me”):

After

• create an new entry (add the information in form of Default (Create + Edit + View))

The task is in state open (initial state)

or

• perform the activity (add the information in form of Activity)

The task is in state Assigned (state after perform activity)

Assigned Task Completed

After Complete the task, the state will become Closed after perform activity done.

Result in Dashboard (do not show the task in “Dues” and “Assigned To Me”):

That’s it !

[Alan]

Hi, would like to understand, why the state become Closed and Result in Dashboard do not show the task in “Dues” and “Assigned To Me” anymore? Is the system will automatically capture the Task as Completed if it changes state? and is it regardless of change to which state and Task in Dashboard will not shows?

[viti]

Hi, set the field as dues are actually disabled when performing the close activity.

As summary,

1. Assign form, you need to enable set field as assign or set field as due. This will appear in the dashboard.
2. Close form, you need to disable set field as assign or set field as due. This will make the records disappear from the dashboard.

[Alan]

Got the tips. Thanks.