- Administering Tax Reporting
- Managing Task Types
- Creating Task Types
- Specifying Task Type Questions
Specifying Task Type Questions
You can specify Task Type questions that apply to all tasks with that Task Type.
Note:
The Questions tab is not available for a Task Type that uses an automated Integration.To specify questions:
- Create a new Task Type.
- Select the Questions tab.
- Click New.
- From the New Question dialog box, for Question, enter the text for the question.
- From the Type list, select a question type:
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Date
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Date/Time
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Integer
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List: Enter a list of valid responses to the question.
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Multi-Line Text: The maximum length should be less than 4,000 characters.
For Number of Lines, enter a value between 3 and 50 lines. Multi-Line text determines how many lines of text are visible, without scrolling, on the Actions dialog boxes.
Select Attachments if you want the custom attribute to include an attachments section.
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Number: Select formatting options to override the defaults set in the Preferences section of System Settings:
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For Decimal Places, enter the number of decimal places to display.
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Select Display as Percentage to display a percent sign.
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Select Thousands Separator to display a thousands separator (for example, 1,000.00). The system displays the thousands separator symbol for the user locale.
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For Currency Symbol, select the currency; for example, $ (United States of America Dollar).
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For Negative Number, select how to display negative numbers; for example, (123).
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To scale a number, in Scale, select from 1000 to 1000000000000.
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True/False
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Text: The maximum length is 255 characters.
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User
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Yes/No
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- Assign a Role. The purpose of assigning a role is to determine which role can answer the question:
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Assignee
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Approver
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Owner
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Viewer
When re-ordering questions, you can only re-order within a role.
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- If the question is required, select Required.
The Required checkbox is disabled for Questions assigned to Owner or Viewer roles.
- Click OK to save the question.
- Optional: To change the order of questions, select a question, then click Move to Top, Move Up Move Down, or Move to Bottom.
- Optional: To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.
- Click Save and Close to save the Task Type.
- See also: