Specifying Task Type Questions

You can specify Task Type questions that apply to all tasks with that Task Type.

Note:

The Questions tab is not available for a Task Type that uses an automated Integration Type.

  To specify questions:

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

  2. Select the Questions tab.

  3. Click New.

  4. From the New Question dialog box, for Question, enter the text for the question.

  5. From the Type list, select a question type:

    • Date

    • Date and Time

    • Integer

    • List:

      If you select List, enter a list of valid responses to the question.

    • Multi-Line Text

      The maximum length should be less than 4,000 characters.

      Select Multi-Line Text, then enter the Number of Lines, from 3 to 50 lines. Multi-Line Text determines how many lines of text are visible, without scrolling, on the Actions dialog boxes.

      For Multi-Line text type: Select Include Attachments if you want the custom attribute to include an attachments section on the Reconciliation Actions dialog box.

    • Number:

      If you select Number, select number formatting options

      • For Decimal Places, enter a value for the number of decimal places to display.

      • Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00)

      • From the Currency Symbol list, select a currency symbol, for example, Dollars ($).

      • From the Negative Number list, select how to display negative numbers, for example, (123).

      • From the Scale list, select a scale value for numbers, for example, 1000.

    • Text

    • True or False

    • User

    • Yes or No

  6. Assign a Role. The purpose of assigning a role is to determine which role can answer the question:

    • Assignee

    • Approver

    • Owner

    • Viewer

    Note:

    When re-ordering questions, you can only re-order within a role.

  7. If the question is required, select Required: Users can close a reconciliation without answering their questions, but they cannot Submit or Approve.

    Note:

    The Required checkbox is disabled for Questions assigned to Owner or Viewer roles.

  8. Click OK to save the question.

  9. Optional: To change the order of questions, select a question, then click Move to Top, Move Up, Move Down, or Move to Bottom.

    Tip:

    To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.

  10. Click Save and Close to save the Task Type.