Executing A Script When A To Do Entry Is Selected

The system creates To Do entries to highlight tasks that require attention (e.g., records in error). Users can complete many of these tasks without assistance. However, you can set up the system to automatically launch a script when a user selects a To Do entry. For example, consider a To Do entry that highlights a bill that's in error due to an invalid mailing address. You can set up the system to execute a script when this To Do entry is selected by a user. This script might prompt the user to first correct the customer's default mailing address and then re-complete the bill.

The following points provide background information to help you understand how to implement this functionality:

• Every To Do entry references a To Do type and a message category and number. The To Do type defines the category of the task (e.g., bill errors). The message number defines the specific issue (e.g., a valid address can't be found.). Refer to The Big Picture of System Messages for more information about message categories and numbers.
• When a user drills down on a To Do entry, either a script launches OR the user is transferred to the transaction associated with the entry's To Do type. You control what happens by configuring the To Do type accordingly:
  • If you want to launch a script when a user drills down on an entry, you link the script to the To Do type and message number. Keep in mind that you can define a different script for every message (and some To Do types have many different messages).
  • If the system doesn't find a script for an entry's To Do type and message number, it transfers the user to the To Do type's default transaction.

• These types of scripts invariably need to access data that resides on the selected To Do entry. Refer to How To Use To Do Fields for the details.