Process Automation Designer

[mjordan]

I created Process Automation for an application to open various tasks.  When the task is created successfully it shows as completed in the Playbook (see snippet in attachment).  I am wondering if there is a way to update the verbiage to show the progress of the Task itself and not the creation of the task. This can be confusing to end users. 

[Bimschleger]

Hi @mjordan ,

It depends on which part of the snippet you are looking to update. For example the status verbiage (e.g. 'in progress', 'pending', 'complete') would take a bit of work to update...and probably not worth the customization and headaches.

However, you could use data pills to dynamically update the title of the activity to show the status of a record. For example, update the title from 'Create FRAC' to 'FRAC created' > 'FRAC pending' > 'FRAC approved,' etc. For this to work, you would want to contain all of your work related to that record within the same activity flow. 

@Lisa Holenstein or @Jason Lefever might have additional ideas.

[Jason Lefever · Accepted solution]

Hey @mjordan , 

Do you need the task to reach a certain state before your process can proceed? If so, I suggest using a Wait for Condition activity, with a custom activity UI that displays the desired record fields from the task. This would allow the user to see the state of the task. If your process should wait for a task to be completed, then you can configure this condition into the Wait for Condition activity.

[mjordan]

I was able to get it to work this way. Thanks

[mjordan]

When I used the status it gave me value "1" rather than ''open"