Fix Process User Actions From Only Opening in Communication Panel Instead of Displaying For the User in Creatio (formerly bpm’online)

There are user action tasks in processes in Creatio. These user action task are things you want to show to the user for them to take some action on. A common problem is that sometimes these user actions will show up in the communication panel instead of displaying to the user. This can be confusing because the user might not know they have to take action unless clicking on the communication panel. What the user would see is this.

The user actions that this can happen with are:

• Perform task
• User dialog
• Open edit page
• Auto-generated page
• Pre-configured page
• Send email
• Approval

The reason why these will show up in the communication panel and not show up to the user is because in the process start has the “Run following elements in the background“checkbox checked. I talked about this checkbox in my last blog post here.

In the Creatio Academy it says this about that checkbox:

“Select this checkbox, if you want any “User action” elements activated with the outgoing flows of the current element to run “in the background”. When process elements are executed in the background, their loading mask is not displayed, no windows pop up for the user, etc. The user will be able to interact with the elements via the [Business process tasks] tab of the communication panel.”

What this means is that when that checkbox is checked the user actions will only show up in the communications panel. If it isn’t checked the task will display to the user. So the solution is to make sure this checkbox is NOT checked if the process has any user actions in it. Note, for signal starts, this checkbox defaults to checked.