You can define actions that occur when a user changes a task's status. For example, if a user changes a task's status from Open to Closed, you can define an action that sends an email notification that the task has been finished.
Follow these steps:
- Open the Task Types record, if not already opened.
- Click the Actions tab.
- Click the New button in the toolbar to open a new Actions record.
- Select the new status for a task that will trigger the action from the Status drop-down menu (this menu contains a list of the type's configured statuses).
- Select the original status of the task from the Prior Status drop-down menu (this menu contains a list of the type's configured statuses).
- Enter the name of a Process Flow that the action will execute in the Process Flow field.
- When a user updates a task that has
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- the Prior Status
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- to the
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- new Status, the
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- specified Process Flow
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- will execute. For example, changing a task from "Under Development" to "Pending Approval" can trigger
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- one Process Flow
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- and changing a task from "Pending Approval" to "Complete" can trigger a
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- second Process Flow.
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- The Input Map
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- for the
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- specified Process Flow
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- appears in the Actions record automatically.
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- Complete the Input Map for the process flow.
- For example, if the change in status fires an email, you probably need to specify the recipient for that email in the Input Map.
- Contact your system administrator if you need assistance. Alternatively, see the Aptify Process Pipeline Functionality Guide for information on using process flows and event handlers. A Task Type Action is another type of Event Handler.
- Click the Comments tab and enter any additional information about this action.
- Click OK to save and close the record.
- Repeat Steps 3 to 9 to add additional actions.
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- Save and close the record.
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Defining Task Type Attributes
You can define attributes for tasks that use this type. These attributes appear as fields within a new tab on the Task record. This tab bears the name of the Task Type and is only available when the specified type is selected in the Task record's Type field.
Follow these steps to define attributes that are flowed down to Task records:
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