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Business processes on task tabs for Self-Hosted Bitrix24
06.29.2018 14:50:00
Articles
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The module allows to create additional tabs in the task card to run the business process.

It happens that when working with a task, it becomes necessary to run the same business process everytime — it takes time and may distract you from the task at hand. Therefore, for your convenience, we have developed a module with which you can run the business processes directly from the task card.


After installation, in the module settings you have to specify the names of tabs and business processes related to them. Run the business process by clicking the button on the corresponding tab.


Also there is the possibility of automatically adding a comment to the task after running the business process. The text of the comment is specified in the module settings that pertain to the specific tab.


Tabs can be temporarily disabled in the settings.


Attention! From the tabs you can run only business processes, which have no mandatory fields, besides Name.

Installation

1. Download the solution on the Marketplace, specify the path to install.

2. In the administrative part of Bitrix, click Install Updates. In the next window, under the license agreement, tick two boxes and click Apply.

3. Then click Install.

4. Go to the module settings: Settings System settingsModule settingsBusiness processes on tabs. Click on the link «You can configure tabs here» to go to profile settings.


5. Click «Add element». 


Enter the tab name, ID of the business process, which has to run from this tab, and text, which will be displayed on the start button. The name of the element will be the name of the tab. 


Business process ID you can find by the link, which appears when you move the cursor over its name.


If this is a CRM business process, its ID can be viewed in the address bar.


6. On the tab «Details» you can specify the text of comment, which will add to the task when running this business process. To do this, enter the comment text template in the detailed description of the element. You can use this macros:


#TASK_ID# — task ID

#BP_ID# — business process template ID

#ELEMENT_ID# — created element of the list (process)

#WF_ID# — current instance of the business process

#IBLOCK_ID# — infoblock-list (process) ID, to which is tied the current business process.


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