Optional writing of tasks in onOffice enterprise with plugin forms & fields.

[fredericalpers]

Optional writing of tasks in onOffice enterprise 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

• Implementation of the graphical user interface (see design/screenshots)
• Implementation of a function in the backend of the forms to activate or deactivate the automatic creation of tasks.
• Integration of a function to select the fields from onOffice enterprise that are to be included in the automatic entries.
• Test the functionality thoroughly to ensure that automatic tasks are created correctly and that the settings in the backend work properly.

Tasks - onOffice API

Design / Screenshots

[yeneastgate]

@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:

1. Set a default value for the task "Type."
2. 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]

@yeneastgate Please just mark it as a required field using an asterix "*" on the label and using the hint text: "Required field." Thank you :)

[yeneastgate]

@fredericalpers I have implement it as you've mentioned. Please watch the demo video. Thank you

bandicam.2024-06-03.13-58-09-610.mp4

[fredericalpers]

@yeneastgate thank you :) we will review this as soon as possible

[fredericalpers]

Vorgezogen auf 5.2