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Create Personal Action Items

Question asked by takah01 Employee on Nov 12, 2018
Latest reply on Nov 13, 2018 by roland.parrotte

Can someone please assist me with creating a personal action item


The processes cannot be linked to the Overview page. But if it is a requirement that both assignee and creator of an action item be notified, then a custom solution such as the following is possible:


1. A custom object with two custom attributes - Assignee and Creator


2. A custom process that gets triggered on creation of an instance of the custom object mentioned above. And that which sends a manual action to the person mentioned in the "Assignee" field. Waits for the manual action to complete, and then sends another manual action (with no need for an action), to the person mentioned in the "Creator" field