Setting Up To Do Types

As described under To Do's and Cases, To Do entries can be used to highlight cases that require user attention.

The following points provide a high-level description of how to create (and complete) To Do entries for a case type:

Please be aware that the case maintenance transaction highlights the number of open and being worked To Do entries linked to the case being displayed on the page. However, the system can only do this if the To Do entries reference a foreign-key characteristic whose foreign key references the case table. If you use the CSEN-TD algorithm to create To Do entries when a case enters a given state, this algorithm will do this for you if: