Assigning Task Type Attributes

To locate Task Types in the system, you can apply 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. On the Home page, click Application, and then click Task Manager.
  2. Click the Task Types tab on the left, and then click New.
  3. Enter the Task Type Name and the Task Type ID.
  4. Select the Attributes tab.

    Enables administrators to assign attributes and provide values for the attributes.

    To add an attribute, click Add. Enter:

    • Attribute

      Select an attribute from the list of defined attributes.

    • Type

      This field is not editable - it 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.

        • 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.

      4. Click OK.

  5. Click OK.
  6. See also: