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Dynamics Fields in Task Description

Posted on by 25

Hello, 

How do I get the dynamic values to populate in the tasks description? I have been able to get some of the values to populate during one of many test runs. The screen shots below show how the task was created via BPF. 

TIA, 

Wendy

Task Created via a Business Process Flow:  After I removed rich text format and then typed values populated, but not the dynamic values

pastedimage1650814431548v6.png

Action Step: Create Task

pastedimage1650814069139v3.png

On demand process:

pastedimage1650813947296v2.png

Dynamic Fields from BPF: I have tried adding them all at one time and one by one

pastedimage1650813175643v1.png

Execute create task: Within service request business process flow

pastedimage1650814358754v5.png

Question regarding BPF functionality:  

Why does the Next Stage button not appear? During the Regarding stage, the use must click save to generate the next stage button, but it does not generate for any sequential stage. Our opportunity BPF does not require to save. Once all required fields are entered, the next stage button is made available. 

 pastedimage1650814298030v4.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: Dynamics Fields in Task Description

    Hi,

    I used Opportunity Entity to test but the issue cannot be reproduced.

     4540.png

    What I set here is to create a Task when the Status Reason is In Process.

     3404.png

    Add dynamics values.

     2480.png

    Here I clicked the Execute button of Create a Task in Opportunity BPF and finish.

     1732.png

    56045.png

    You can check whether the value you need to get is filled in the Service Request field.

     

    For A Business Process Flow to proceed to next stage, the current stage has to be completed.

     48853.png

    6266.png

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