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Tasks are similar to approvals in their basic setup. They have workflow and templates template tables where they can be predefined, and the workflows/templates are used to automatically generate a set of tasks to be done in a specified order within some other record, such as a contract or service request.
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Within the Tasks table, the field Related toTo indicates the type of record the task is associated with. If you need to use tasks within any additional tables, there are several steps to that configuration.
- First, you can modify this field and add that table to the choice list.
- Then, in the Task Tasks table, create a linked set of fields sourced from that other table, and make these fields visibility dependent on the value in the Related to field just as we have done for the linked Service Request and Change Request fields.
- Then, in the other table, create a related table field pointing to the Tasks table.
- Then you will need to determine what kinds of task generation you want to support - ad hoc, workflow based, or user selected, or some a combination. Depending on the requirement, you may need an intermediate table where that generation method is defined, or you may be able to use the existing Task Workflow and Task Templates tables, with the new "related to" Related To value added to each of them, to define the task workflows that you need.
- Then you will need to add the relevant fields to your process table to generate and manage the tasks, and update the task table rules to process tasks for this new table.
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