A To Do Pre-creation algorithm may be plugged in on the installation record to set additional information for a To Do entry before it is created. Algorithms of this type are used for two common purposes:
Linking context specific data to the To Do entry using characteristics. For example, Oracle Utilities Customer Care and Billing provides an algorithm that attempts to link a related person, account, premise, service agreement or service point to a To Do entry based on its drill key value. Note, before you can set up this algorithm, you must define the characteristic types that you'll use to hold each of these entities. Also note that it is not necessary to define these characteristics as valid characteristic types on the To Do type.
Overriding the Role of a To Do entry based on specific configuration related to the To Do’s context data. For example, Oracle Utilities Customer Care and Billing provides an algorithm to determine a To Do role based on overrides related to the account’s account management group or division.
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