Tuesday, January 4, 2011

Attach and run an Auto Task to a HEAT CallLog form

First, you will need to create your autotask:

To Create an AutoTask:

  1. From the Call Logging menu bar, select AutoTask>Manage AutoTasks. The Manage AutoTasks dialog box opens.

  2. Click Add. The Add/Edit Task dialog box opens.

  3. In the Name field, type a descriptive name for the AutoTask.

  4. In the Description field, type a brief description for the AutoTask.

  5. In the Save to View section, specify the View (audience) who will have access to the AutoTask. If you click Team, select the appropriate team from the drop-down list.

  6. In the Actions section, click Add to add an action.

  7. Once you’ve created your autotask log into Heat Admin module > Select "quick customize" > On the form add the command button > Click once on the button > Click on Control > Click on connect Click Autotask and select the newly created autotask.


Anonymous said...

I am trying to create an AutoTask, however when trying to add an Assignment the table isn't available in the AutoTask Create Call Action. I am trying to input info into fields named "Asgnmnt.GroupName" and "Asgnmnt.Assignee" through AutoTask but cannot find a way to do it.

Anyone know how?

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