Assigning Task Type Attributes

To locate Task Types in the system, you can apply custom attributes to the Task Type. When you select an attribute, you can set a value for the attribute based on the attribute type. You can later filter by the attribute value.

For example, you may have a List attribute named Sales Region with the values of North, South, East, and West. The current Task Type applies only to the West Sales Region, so you can add the Sales Region attribute and set it to “West.”

  To apply an attribute:

  1. Select Manage and then Task Types. Click New.

  2. Select the Attributes tab.

    Enables administrators to assign custom attributes to profiles and provide values for the attributes. Attributes appear in the Reconciliation dialog box, on the Summary tab, under “Custom Attributes”.

    Custom Attributes are created in: Defining Custom Attributes.

    >To add an attribute, select Actions, and then Add. Enter:

    • Attribute

      Select an attribute from the list of defined attributes. See Defining Custom Attributes.

    • Type

      This noneditable field is populated by the Attribute.

    • Value

      Select a value associated with the type of attribute; for example: a numeric value for Formatted Number attribute, a List for List attribute, multiple lines of displayed text without scrolling for Multi-Line Text, a name of a person, User, or Yes or No for the Yes/No attribute.

    • Access

      All roles have view access unless otherwise specified in the Access box.

      To add an access, for each of the roles:

      1. Click Add.

      2. Select a role: Owner, Assignee, Approver, with separate roles for each Approver level currently in use in the application, or Viewer

      3. Select one of the Role access types:

        • Text Box:

          • Do Not Display—Does not see this attribute on the Task Actions dialog box, or in any of the dashboards, list views, or reports.

          • Allow Edits—Has the ability to add, change, and remove values for the attribute, but subject to the editability rules.

          • Required—Requires a value for the attribute. The Required option is available for Assignees and Approvers. Until a value is provided, Assignees are prevented from submitting, and Approvers are prevented from approving.

        • The Multi-Line Text Box has 2 access tabs:

          • Text Box tab:

            • Do Not Display—Does not see this attribute on the Task Actions dialog box, or in any of the dashboards, list views, or reports.

            • Allow Edits—Has the ability to add, change, and remove values for the attribute, but subject to the editability rules.

            • Required—Requires a value for the attribute. The Required option is available for Assignees and Approvers. Until a value is provided, Assignees are prevented from submitting, and Approvers are prevented from approving.

          • Attachments tab:

            • Do Not Display—Does not see this attribute on the Task or Task Actions dialog box, or in any of the dashboards, list views, or reports.

            • Add and Remove—Has the ability to add files and remove files that they themselves added, but subject to the editability rules.

            • Required—Requires at least one file. The Required option is only available for Assignees and Approvers.

            • Add and Remove All—Can add their own files, remove their own files, and also remove files added by other roles.

      4. Click OK.

  3. Click OK.