xDM : Send data to a task in the workflow -in order to create a new entity with prefilled data
L
Le Tellier
started a topic
1 day ago
Hi,
I have the following use case and I'd like to know if it is possible to design it in a workflow.
From a list of closed agency (displayed in a workflow) the user will have to analyze and check if the closing is due to a business move or not.
If it's the case then he will have to create a new agency.
To do so, in the current workflow the user will have to select button "create new agency" => this will send the user to the agency creation task.
In this creation, we want to copy some data from the current agency to the new one in order to avoid useless user action => so from the interface for the new agency, some data will be automatically filled.
Do you know if it's possible to do this ? and how ?
Le Tellier
Hi,
I have the following use case and I'd like to know if it is possible to design it in a workflow.
From a list of closed agency (displayed in a workflow) the user will have to analyze and check if the closing is due to a business move or not.
If it's the case then he will have to create a new agency.
To do so, in the current workflow the user will have to select button "create new agency" => this will send the user to the agency creation task.
In this creation, we want to copy some data from the current agency to the new one in order to avoid useless user action => so from the interface for the new agency, some data will be automatically filled.
Do you know if it's possible to do this ? and how ?
thank you.