You must set up manual To Do entry types if you want your users to be able to create To Do entries online. Users may create a manual To Do entry as a reminder to themselves to complete a task. Online To Do entries may also be used like electronic help tickets in the system. For example, if a user is having a problem starting service, the user can create a To Do that describes the problem. The To Do can be assigned to a help resolution group that could either resolve the problem or send the To Do back to the initiating user with information describing how to resolve the problem.
If you want to take advantage of manual To Do entries, create a To Do type and specify the following information.
On the Main tab:
On the Roles tab:
On the Sort Keys tab:
When a user adds a manual To Do entry, the system creates an entry with three sort key values. (Sort keys may be used on the To Do list page to sort the entries in a different order.) The To Do type should be set up to reference the sort keys as follows:
| Sequence | Description |
|---|---|
| 1 | Created by user ID |
| 2 | Created by user name |
| 3 | Subject |
We recommend that the keys have an Ascending sort order and that the Subject is made the default sort key.
On the Drill Keys tab:
When a user adds a manual To Do entry, it is created with a drill key value equal to the To Do entry's ID. When the user clicks the Go To button next to the message in the To Do list, the system uses the drill down application service (defined on the main tab) and the drill key to display the associated To Do entry.
The To Do type should be set up with a drill key that reference the To Do entry table and the To Do entry ID:
| Sequence | Table | Field |
|---|---|---|
| 1 | CI_TD_ENTRY | TD_ENTRY_ID |
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.