Tickets & Conversations

SVenkatesan
参加者

Get User Input for a task

解決

Is it possible to get some information from user as a mandatory field while completing  a task.

 

Example, Let say I have assigned a Task in Hubspot, I should not be allowed to close the task until I filled a field which should be asked in UI.

1件の承認済みベストアンサー
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Get User Input for a task

解決

@SVenkatesan in Settings > Objects > Tickets, click on Pipelines and then Configure.

danmoyle_0-1670251217551.png

 

Once there, you can "edit properties" of the closed stage and require any property you need: 

danmoyle_1-1670251325930.png

 

While this isn't completing the Task, it is a place where you can have a custom property asking if all tasks are completed. 

 

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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1件の返信
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Get User Input for a task

解決

@SVenkatesan in Settings > Objects > Tickets, click on Pipelines and then Configure.

danmoyle_0-1670251217551.png

 

Once there, you can "edit properties" of the closed stage and require any property you need: 

danmoyle_1-1670251325930.png

 

While this isn't completing the Task, it is a place where you can have a custom property asking if all tasks are completed. 

 

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/