Set Additional Information Before A To Do Is Created

A To Do Pre-creation algorithm may be plugged in on the installation record to set additional information for a To Do entry before it is created.

For example, Oracle Utilities Customer Care and Billing provides an algorithm that attempts to link (using characteristics) a related person, account, premise, service agreement or service point to a To Do entry based on its drill key value. Note, before you can set up this algorithm, you must define the characteristic types that you'll use to hold each of these entities.

Another example from Oracle Utilities Customer Care and Billing is that it provides an algorithm to determine a To Do role based on account management group and division information.