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Auto assign new task

Hi,

 

i created a custom Task page which also has a "assigned to" field. This field i would like to auto assign to a specific person as a default, so if someone creates a task that person gets the notification. i couldn't find a way in the task creation form dialog to set a default. is there a different way to achieve this?

 

thank you in advance

댓글 4개

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    Brandon Foster

    Hi Sven!

    There's one way to do this, currently. If you create and save a filter on the page that has the condition: "Assigned To" is "User_Name_Here", whenever you launch the creation form on that page, it will auto-populate that user in the "Assigned To" field. You can use this trick for other fields as well. Let me know how that works for you!

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    Sven Pohle

    hi brandon,

    thank you for the tip. i didn't work but maybe i did something wrong here. i create a filter which checks if the "assigned to" is my user name. than i create new tasks via the creation dialog but the field wasn't auto filled. i tried with the filter being active as well as inactive with the same result.

  • 0
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    Brandon Foster

    Hi Sven,

    Is your filter a Saved Filter like in my screenshot here? When it looks like this, clicking the +Task button on the page auto-populates the Assigned To to my user.

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    Sven Pohle

    ahh great. this worked. thanks so much brian.

     

    it still feels like there is a need for default values in creation dialogs. gonna file a request.

     

    sven

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