Submit Your Suggestions For Field View

Option to auto-update a process task after completing a form

It would be great if a process task could be auto marked as complete once an associated form was completed and signed off.  This would stop users having to update a process task once a form is complete.  Reporting would be much more accurate and based on actual completions.

  • Matt Owen
  • Oct 3 2017
Company Willmott Dixon
Job Title / Role Client Relationship Manager (submitted on behalf of Willmott Dixon)
I need it... 3 months
  • Attach files
  • Ryan Wanner commented
    October 05, 2017 15:27

    Maybe not auto update the status as there may be several status options, but prompt the user to update the status after completing a form. 

  • Greg Bond commented
    October 27, 2017 14:35

    The prompt that Ryan suggests would be extremely useful, we often have users signing off forms but failing to mark the step as complete

  • Lorna Kimber commented
    November 10, 2017 17:15

    If you could map the form status to the task status within the process making this a one step action that would improve the users experience considerably.

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