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Activity related Qs


For an activity,

If we change the status of activity from “open” to “in process”, can we trigger another document type e.g. new order?

Using date management, (or changing date or elapsed time on an activity)

1) can we trigger an email/alert? Say an activity is pending for 2 weeks, can we automatically send email notification or alert to the employee responsible?

2) Automatically create a new document type? e.g. activity or order?

If we create a new order, can we trigger status change on an associated activity?

Former Member

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