To Do Entries Reference A Role

Every To Do entry references a role. The role defines the users who may be assigned to Open entries.

The permissible roles that may be assigned to a To Do entry are defined on the entry's To Do type. After an entry is created, its role may be changed to any role defined as valid for the entry's To Do type.

An entry's initial role is assigned by the background process or algorithm that creates the entry. Because you can create your own processes and algorithms, there are an infinite number of ways to default an entry's role. However, the base package processes and algorithms use the following mechanisms to default an entry's role:

• The system checks if an entry's message category / number is suppressed (i.e., not created). If so, the entry is not created. Refer to To Do Entries Can Be Rerouted Or Suppressed Based On Message Number for more information.
• The system checks if an entry's message category / number is rerouted to a specific role. If so, it defaults this role. Refer to To Do Entries Can Be Rerouted Or Suppressed Based On Message Number for more information.
• Your specific product may introduce additional criteria for assigning a role (see To Do Lists and To Do Roles in the product help index).
• If a role wasn't retrieved in the previous step AND if the entry is created via an algorithm that has Role as a parameter, this role is assigned to the entry. Note: role is frequently an optional parameter of algorithms.
• If the entry does not have a role after the above takes place, the entry's To Do type's default role is assigned to the entry. The system provides a default role assigned to the system To Do types called F1_DFLT.