Unable to add auto task to custom button

[HGrigsby]

Hi 

I have created a couple of custom buttons and some auto tasks but when I go to add the task I just get a blank in the drop down field.     The auto tasks are published and show as active.  Am I missing a permission or something?

A custom button going to a URL works fine.

Helen

 

[Alberto M]

@HGrigsby,

please check this

"Please note in order to add auto task processes to a custom button you will need to create a new custom security role, level of user and assign it rights to the following database table - h_sys_custombutton_config. Any user who is required to configure custom buttons to add auto task processes will need to be assigned this custom role. This custom role will become redundant in a future Hornbill update."

Here: https://wiki.hornbill.com/index.php/Auto_Tasks

 

[HGrigsby]

@Alberto M

Thanks for coming back to me so quickly.  I was following the wiki page and found that part,  and created a new role  with the rights and have assigned it to myself, but it still didn't work.

 

 

[Steve Giller]

@HGrigsby In the Auto Task, under Manage Process Settings there is a For Entity option.

This needs to be set to Requests in order for it to appear in the dropdown for a Request.

[mojahidm]

Thank you - Was exactly what I was looking for!!!

[HGrigsby]

@Steve Giller   - Thanks very much, that sorted it!  

Helen