Applying Task Attributes

To locate tasks in the system, you can apply custom attributes to the task. 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 applies only to the West Sales Region, so you can add the Sales Region attribute and set it to “West.”

  To apply task attributes:

  1. From the Task dialog box, select the Attributes tab.

    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.

    • 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 table below.

      To add an access, for each of the Text Box and Attachments tabs:

      1. Click Add.

      2. Select a role.

      3. Select one of the Role access types:

        • Text Box:

          • Do Not Display—Does not see this attribute on the Reconciliation List 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 Preparers and Reviewers. Until a value is provided, Preparers 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 Reconciliation List 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 Preparers and Reviewers. Until a value is provided, Preparers are prevented from submitting, and Approvers are prevented from approving.

          • Attachments tab:

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

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

            • Required—Requires the Preparer or Reviewer to attach at least one file. The Required option is only available for Preparers and Reviewers. Until a file is attached, Preparers are prevented from submitting, and Approvers are prevented from approving.

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

      4. Click OK.

  2. Click OK.