Gary@ADL Posted November 30, 2021 Share Posted November 30, 2021 Hi Guys - im trying to setup a button on requests, that when clicked, generates an email to the customer, ive setup the auto-task, but it doesnt appear when i create a custom button on a request, what am i doing wrong? or am i just being impatient? i created it about an hour ago, cheers Link to comment Share on other sites More sharing options...
Steve Giller Posted November 30, 2021 Share Posted November 30, 2021 What Entity did you specify for the AutoTask? It probably needs to be Requests. 1 Link to comment Share on other sites More sharing options...
Gary@ADL Posted November 30, 2021 Author Share Posted November 30, 2021 the entity is blank - but i cant see where to set this? Link to comment Share on other sites More sharing options...
James Ainsworth Posted November 30, 2021 Share Posted November 30, 2021 Hi @Gary@ADL You need to open the Auto Task, so that you are viewing it in the designer. You will then see the button as displayed in the previous comment by Steve. 1 Link to comment Share on other sites More sharing options...
Gary@ADL Posted November 30, 2021 Author Share Posted November 30, 2021 ah thats got it - thank you - @Steve Giller @James Ainsworth Link to comment Share on other sites More sharing options...
Victor Posted December 1, 2021 Share Posted December 1, 2021 For future reference, this is documented on the wiki: https://wiki.hornbill.com/index.php?title=Auto_Tasks Note: on creation, the default entity for an Auto Task process is set to "Global". This value needs to be changed to a relevant entity for the process to be available for selection when designing custom buttons. Link to comment Share on other sites More sharing options...
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