FSM CRM Task Model Reference

Note:

This reference is intended for administrators and developers who work with the customer relationship management (CRM) task model.

The CRM Task model represents task and inherits Activity mapping and sourcing. It provides automatic naming, time defaults, job links, and Task-specific processing.

Standard default structure (JSON fragment):

          {
  "models/task": {
    "prototype": {
      "record": "task",
      "map": {
        "name": "title",
        "company": "company",
        "project": "formulatext:nvl2(nullif({company.internalid}, {custevent_nx_customer.internalid}), {company.internalid}, '')|",
        "status": "status",
        "priority": "priority",
        "message": "message",
        "type": "custevent_nx_task_type",
        "customer": "custevent_nx_customer",
        "asset": "custevent_nx_task_asset",
        "address": "custevent_nx_address",
        "latitude": "custevent_nx_latitude",
        "longitude": "custevent_nx_longitude",
        "timezone": "custevent_nx_time_zone",
        "id": "internalid",
        "autoname": "formulatext:substr({custevent_nx_task_type}||' '||{custevent_nx_task_number}||' '||{custevent_nx_task_asset}, 1, 80)",
        "number": "custevent_nx_task_number",
        "start": "starttime",
        "date": "startdate",
        "startdatetz": "custevent_nx_start_date",
        "starttimetz": "custevent_nx_start_time",
        "enddatetz": "custevent_nx_end_date",
        "endtimetz": "custevent_nx_end_time",
        "duedate": "duedate",
        "completed": "custevent_nx_task_end",
        "booking": "custevent_nx_task_booking_confirmed",
        "assigned": "assigned",
        "case": "case.internalid|supportcase",
        "team": "custevent_nx_task_team[]",
        "skill": "custevent_nx_task_skill[]",
        "timedevent": "formulatext:NVL2({starttime}, 'T', 'F')|timedevent",
        "billing": "custevent_nx_billing_type",
        "actions": "custevent_nx_actions_taken"
      },
      "defaults": {
        "starttimetz": 32400000,
        "endtimetz": 61200000
      }
    }
  }
}

The fragment includes the inherited Activity map. The prototype.map.end mapping uses a formula generated with the account's time format, and prototype.map.subsidiary is added when Subsidiaries is enabled. These generated entries are omitted. Time defaults are shown in milliseconds before conversion to the account's display format.

The following table describes the CRM Task model's automatic title mapping and default start and end times, including their effects and dependencies.

Property	Purpose	Standard Default	Effect and Dependencies
`prototype.map.autoname`	Defines the generated CRM Task title.	Formula combining Task type, generated Task number, and Asset. Limited to 80 characters.	Replaces a different title when an FSM Task type is present. Set `""` to stop model automatic naming.
`prototype.defaults.starttimetz`	Defines the default FSM start time for a CRM Task.	`32400000` milliseconds from midnight before export: 09:00.	Default FSM start time.
`prototype.defaults.endtimetz`	Defines the default FSM end time for a CRM Task.	`61200000` milliseconds from midnight before export: 17:00.	Default FSM end time.

Property

Purpose

Standard Default

Effect and Dependencies

prototype.map.autoname

Defines the generated CRM Task title.

Formula combining Task type, generated Task number, and Asset. Limited to 80 characters.

Replaces a different title when an FSM Task type is present. Set "" to stop model automatic naming.

prototype.defaults.starttimetz

Defines the default FSM start time for a CRM Task.

32400000 milliseconds from midnight before export: 09:00.

Default FSM start time.

prototype.defaults.endtimetz

Defines the default FSM end time for a CRM Task.

61200000 milliseconds from midnight before export: 17:00.

Default FSM end time.

FSM converts the time defaults to the account's display format. This fragment changes the time defaults to 08:00 and 16:00.

          {
  "models/task": {
    "prototype": {
      "defaults": {
        "starttimetz": 28800000,
        "endtimetz": 57600000
      }
    }
  }
}

The values are numbers representing time of day, not time zone offsets. The time defaults don't reschedule every existing task. These values also supply defaults used by program generation. Check newly created tasks, program-generated tasks, and relevant form initialization or validation paths. Activity default application requires a type or Asset. Boolean defaults on that path can replace an existing value.

Standard mappings include number: "custevent_nx_task_number", assigned: "assigned", case: "case.internalid|supportcase", team: "custevent_nx_task_team[]", skill: "custevent_nx_task_skill[]", billing: "custevent_nx_billing_type", and actions: "custevent_nx_actions_taken". The duedate mapping uses the standard Task duedate field. Booking and completion map to custevent_nx_task_booking_confirmed and custevent_nx_task_end.

Native date, start, and end are distinct from the FSM start/end date and time attributes. On model creation, supplied native date/time attributes are translated to the FSM date/time attributes, and an omitted assignee becomes unassigned. Preserve the relationship between these fields and time zone processing. The model removes the lead assignee from the additional team list. When no project is selected, the model sources the case's customer and asset. A customer or asset change can clear the case link if the values no longer match.

Billing defaults, consumable processing, and service report actions use their own configuration. Changing a Task model map doesn't replace Schedule Board event mapping or an FSM Mobile Details article map.

FSM CRM Task Model Reference

Additional Information

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