Task Templates
Form ID: (SM204005)
You use this form to create a new task template for a task related to a business event or review and modify an existing template.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Summary Area
In this area, you can fill in the settings for a new task template or select an existing template for viewing and possible modification. The elements of this area are summarized below.
| Element | Description |
|---|---|
| Template ID | A unique identifier of the task template |
| Description | The description of the task template. The system uses this description as a unique ID of the created task template. |
| Owner |
The employee to whom the system assign the task. |
| Summary | A short summary of the task. The customizer can select data fields of the selected screen ID. |
| Screen ID | The screen name of the inquiry or data entry form whose data the system should monitor to detect whether the business event has occurred. The values of the data fields of the selected screen ID can be used in the boxes of the task template. If the customizer creates the task template from Business Events (SM302050) form, the system automatically fills in this box with the screen ID selected for the business event. |
| Attach Activity |
For a task template that is used as a subscriber of a business event, a check box that indicates (if selected) that the system creates an activity while creating a task by using this template and links this activity to an entity that was created using the data entry form specified in the Screen Name box. You can then view the activity for this entity on the Activities tab of the corresponding form or in the Tasks & Activities dialog box, which opens if you click Activities on the form title bar. For details about activities, see Emails and Activities: General Information. Attention: The box is not available if a task
template is used as a subscriber of a business event created to monitor data
changes collected by a generic inquiry. The Link to Entity
box is used instead.
|
| Link to Entity |
Attention: The box is not available if a task
template is used as a subscriber of a business event created to monitor data
changes collected by a data entry form. The Attach Activity
check box is used instead.
An entity to which the system should link the activity that the system creates while creating a task by using this template. In this box, you specify a placeholder for a unique identifier of an entity (a NoteID field). Attention: The list of placeholders is provided by
the generic inquiry selected in the Screen Name box of the
form and may not include one that corresponds to an identifier of an entity.
If a placeholder is specified and the value of the field in the placeholder is not empty in the results of the generic inquiry of the business event, the system links the task created by the template to the corresponding entity. You can then view the activity for this entity on the Activities tab of the corresponding form or in the Tasks & Activities dialog box, which opens if you click Activities on the form title bar. For details about activities, see Emails and Activities: General Information. |
Body Tab
You can create a message by using a WYSIWYG text editor with required details that will be displayed to an assignee of a task. The toolbar of the text editor has formatting tools similar to the ones provided by many popular text editors. For details on the buttons available on the toolbar, see Formatting Toolbar.
By using the editor, you can perform the following actions:
- Type the text of the email
- Change the font and size for selected text
- Copy, cut, and paste selected text
- Create a numbered or bulleted list
You can click Insert Data Field on the formatting toolbar to insert as a placeholder any data field provided by the data entry form or the inquiry selected in the Screen ID box of the form. Also, you can click Insert Previous Data Field on the formatting toolbar to insert as a placeholder any data field whose value was retrieved before the business event occurred.
Task Settings Tab
On this tab you define the list of properties of the tasks the system will create by using this template and specify default values, if needed.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Active | A check box that indicates (if selected) that the system will use a default value specified in the Value column for a task property during creation of the tasks based on the template. |
| Field Name | A property of a task that can be filled in the Summary area of the Task (CR306020) form. |
| From Schema | A check box that indicates (if selected) that the field will be based on (copied from) the schema field. That is, you can select a specific value to be passed for a task property in the Value column, for example, it can be a particular priority or category. |
| Value |
The default value for the selected property. |
Created By Events Tab
| Button | Description |
|---|---|
| Create Business Event | Opens the Create Business Event dialog box, where you specify the name of the new business event. You click OK in the dialog box, and the system opens the Business Events (SM302050) form in the new tab with the new business event for which the template is configured as a subscriber. |
| Column | Description |
|---|---|
| Event ID | The unique identifier of the business event. You can click the link in the column to open the Business Events (SM302050) form for the selected event. |
| Description | A description of the business event. |
| Active | A check box that indicates (if selected) that this business event is active and the system can process the subscribers specified on the Subscribers tab if this business event has occurred. |
| Type |
The type of the business event, which can be
one of the following:
|