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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.

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1. Open the Task Types record, if not already opened.
2. Click the Actions tab.
3. Click the New button in the toolbar to open a new Actions record.
4. 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).
5. 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).
   
   
6. 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 the Prior Status to the new Status, the specified Process Flow will execute. For example, changing the Status of a task from "Under Development" to " to Pending Approval" can  can trigger one Process Flow and changing a task from " Status from Pending Approval" to "Complete" can  to Complete can trigger a second Process Flow.
   • The Input Map for the specified Process Flow appears  tab for the specified Process Flow appears in the Actions record automatically.

   

7. 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 5.5 Process Pipeline Functionality Guide for information on using process flows and event handlers. A Task Type Action is another type of Event Handler.
     
     
8. Click the Comments tab and enter any additional information about this action.
9. Click OK to save and close the record.
10. Repeat Steps 3 to 9 to add additional actions.
    
    
11. Save and close the record.

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:

1. Open a Task Type record.

• Click the Attributes tab.
• Click the New button to open a new Attributes record.

1. Enter a name for the attribute.
2. Enter a description for the attribute (required).
3. Select the data type for the attribute from the Type drop-down menu.

• The following standard Visual Basic data types are supported: String, Integer, Long, Date/Time, and Currency.

1. Enter the default value for this attribute in the Default field.

• You can leave this field blank if you do not want to specify a default value.
• If you want to create a list of options, the default value should correspond to one of the choices you configure in the Possible Values tab.

1. Place a check mark in the Required field if you want to force users to enter a value for this attribute before they can save a Task record.
2. Select the Value List Type.

• Select None if you want users to manually enter a value for the attribute.
• Select List Only if you only want users to select a value from the list of Possible Values.
• Select List or Manual if you want to make the list of Possible Values available to users while preserving the option of allowing a user to enter a custom value not on the list.
• Task Type Attribute Record

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1. Click the Possible Values tab if you set Value List Type to List Only or List or Manual.
2. Click the New button to create records that populate the value list.

• Attribute -Possible -Values

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• Click OK to save and close the record.
• Repeat Steps 3 to 12 to add additional attributes.
• Task Type Attributes

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1. Close the record.