Ideas for Acumatica

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Add Create Task subscriber to Business Events

In Acumatica 2018 R2, a Mobile Notification option has been added as a Subscriber to Business Events.

This idea is to add another option called Create Task, bringing the total number of Subscribers to 4:

This would allow you to Create a Task, assign it to someone, and link it to a record.

You can already do this with the Import Scenario subscriber, but it's a little clunky. Here are details:
https://www.timrodman.com/augforums/acumatica-import-scenarios/automatic-task-creation-with-business-event-and-import-scenario/

  • Tim Rodman
  • Sep 25 2018
  • Future consideration
  • Attach files
  • Stefan Verwey commented
    August 25, 2019 11:24

    Great Idea!

    This is a stunning solution that had been utilized several times on our side already.

  • Ellie commented
    March 18, 2019 15:31

    Great Idea!

    Would you consider also adding Export Scenario as a subscriber? That will help immensely with sendingout better report/excel lists to user, allow for exporting to external location such as FTP in order to later import to another tenants or integrate with other systems entirely and many other benefits.

  • Harsha Sarjapur commented
    March 08, 2019 17:37

    Yes absolutely we need this capability within the s/w, being able to trigger task creation based on documents would benefit customers to create multiple tasks which will drive the CRM, being able to refer to existing task templates would be ideal too ..

  • Joel Gress commented
    March 07, 2019 22:05

    Great idea Tim!  We get this request regarding Opportunities. When a new Opportunity is created the customer wants to automatically add a series of tasks or future activities to trigger salespeople to take a specific action.  Today we had a customer tell us that when they have a new Opportunity they need to go through a series of steps (Site Visit, Testing, Analysis, etc.) before they can create a quote. At each step they gather information that can lead to a formulation of their product with its own cost and price. I can see lots of applications for this type of functionality.

  • jenni arant commented
    March 07, 2019 06:58

    Great idea!

  • Vladimir Panchenko commented
    March 05, 2019 11:57

    Hi Tim,

    Thanks for the idea. We'll think about it.