Configure Auto Fill Sub Task

  • This configuration is applicable only to the work pocesses that are created in the Activity Process.
  • Make sure the work process contains a subtask to use this feature.
  1. Go to App Builder > Processes

    The Process page appears.

  2. Click the Activity Process card.
    Work Processes Page

    The Activity Process page appears.

  3. Click the required process card.
    Modify Action Process 1

    The <process name> Activities page appears.

  4. Scroll down to the Auto Fill section.
  5. Click the Auto Fill Sub Task card.
    Auto Fill Sub Task 1

    The Auto Fill Sub Tasks page appears.

  6. Click the Actions icon.
    Auto Fill Sub Task 2

    The Auto fill Work To Sub Task pop-up window appears.

  7. Select the fields from the Parent Work Fields(Copy from) dropdown.
    Auto Fill Sub Task 3
  8. Click Save.