Complete activities
The Complete activities robot closes every open activity of an item in a Bitrix24 (Alaio) workflow: calls, meetings and to-dos of the current lead, deal, contact or company, or of any item by ID. Activity kinds are picked with checkboxes; an overdue-only mode is available.
The robot completes the open activities of an item in one action right inside a Bitrix24 (Alaio) workflow or automation rule. The stock "Change document" robot cannot reach activities, so when a deal moves to a final stage or a manager leaves, overdue calls and meetings keep sitting in the counters. The robot reads the item activity list and closes the kinds ticked in its settings: to-dos, calls and meetings are on by default, e-mails, tasks and other kinds are opt-in because completing a task activity closes the task itself. The "Overdue only" flag leaves activities whose deadline has not come yet untouched. By default the item the process runs on is used; any lead, deal, contact or company can be given by ID. The robot returns the number of completed, skipped and failed activities.
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| Item | select | — | current |
| Item ID (for the "by ID" modes) | string | — | |
| Complete to-dos | bool | — | Y |
| Complete calls | bool | — | Y |
| Complete meetings | bool | — | Y |
| Complete e-mails | bool | — | N |
| Complete tasks (closes the task itself too) | bool | — | N |
| Complete other activity kinds | bool | — | N |
| Overdue only | bool | — | N |
What does the robot return?
| Parameter | Type |
|---|---|
| Activities completed | int |
| Activities skipped (kind not selected) | int |
| Failed to complete | int |
| Success | bool |
| Error | string |
What errors can the robot return?
The robot writes these messages to the business process log when it cannot complete a step. The text tells you what to fix in the settings or the data.
- Could not resolve the item. In a "by ID" mode enter a valid ID; the current item must be a lead, deal, contact, company or smart process element.
- API error while reading the item activities.
Scenario: a closed deal must not keep open activities
- The robot is placed on the final stage of the pipeline
- When the deal enters the stage it completes all its open calls, meetings and to-dos
- The manager's activity counter clears and the completed count goes into a timeline comment