yeneastgate
commented
4 months ago @fredericalpers For the Task type: on the onOffice Enterprise system, the default value when creating a task is "Not specified", but the Task Type is "require"
I recommend one of the two following options for the backend when creating a task:
- Set a default value for the task "Type."
- Leave the default value of the Task Type as "Please choose," but provide a hint to prompt the user to select a "Type"
If you choose option 1, please let me know what the default value will be. If you choose option 2, please provide the text of the hint. If you have any other suggestions, please let me know. Thank you!
fredericalpers
Optional writing of activities in the agents log with plugin forms & fields.
Introduction
Currently, no tasks are created automatically, e.g. for incoming owner forms. In order to make the form functions more attractive and bring them up to a better standard, we would like to expand our forms.
User Story
As a real estate agent, I would like the forms on my website, which I have integrated via the onOffice for WP-Websites plugin, to be able to automatically create tasks in onOffice enterprise. To do this, I need an enhancement to the plugin backend that allows me to enable or disable the automatic creation of tasks and specify what information should be used in the process. The use of the always available/possible fields, such as “Responsibility”, “Supervisor” or “Type”, is essential. In addition, I would like a graphical interface in the plugin backend that allows me to make these settings easily and intuitively for each form.
Requirements / Tasks
Tasks - onOffice API
Design / Screenshots