Hi,
Case categories can be setup in a way that a task is automatically created. Making use of this functionality automatically creates an activity when the case is created.
Gap: When the case is closed the activity (Task) is not automatically closed and vice versa.
Would be great if this association of cases and activities could be fixed so that both are held synchrnonous.
Thanks,
Ludwig
Comments
It would in deed be great, in other situations as well. It would be nice if there would be a cascade rule for status change the same way there is for assign and delete (and Share etc.).
At the simple scenario, It could be for activities only. The one step better solution would be cascade status for all records, but state only: open, closed, canceled. Status Reason could be set to default.
Category: Organization administration