Customize Tasks
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Revision as of 19:50, 19 July 2011 by imported>Aeric (→Data Policies in Tasks)
Designer > Global Resources > System Objects > Tasks
Because the Tasks object plays such an important role in the platform and is embedded in many processes, very little modification of the Tasks object is permitted. However, the following elements can be customized:
Fields in Tasks
Fields can be added to Task objects and are often used to support processes and workflow in an organization.
- In most Objects, these fields appear in the Task Information section of the task. These fields are available as Filter and Sort parameters in Views and Reports.
- In Projects, when custom fields are added to Project Tasks, the fields are displayed in the specified section
Users that have the Customize Objects permission can define custom fields for tasks
- Considerations
- A maximum of 10 custom fields can be created
- Fields can be reordered
- Fields are accessed while creating/updating the User object
Add a Field
To add a field to the Tasks object:
- Click Designer > Global Resources > System Objects > Tasks
- Choose one of the following options:
- Click the [New Field] button, using the instructions at Add Field
- Additionally, choose Task Type:
- Click the [Reorder] button to change the order of the fields
Reorder Fields
To reorder fields:
- Click Designer > Global Resources > System Objects > Tasks
- Click the [Reorder Fields] button, and use the Up and Down Arrow Buttons to change the order of the fields
Data Policies in Tasks
Data policies can be added to tasks to trigger automatic Actions.
- Learn more: About Data Policies
- Considerations
-
- Task Reminders are unaffected by Data Policies
- Data policies apply to recurring Tasks, beginning when the policy is created (past tasks are not affected)
- Data policies are triggered for Follow-up Tasks
To add or modify a data policy in the Tasks object:
- Click Designer > Global Resources > System Objects > Tasks
- Click the Data Policy tab
- Follow the instructions at Data Policy
Print Templates in Tasks
Print Templates let you merge task data into an HTML (or JSP) page.
To Add a Print Template to the Tasks object:
- Click Designer > Global Resources > System Objects > Tasks > Print Templates
- Click the [New Template] button
- Create the template
- Click [Save]