Installation Options

There are a number of installation options that may be configured to govern various aspects of To Do processing.

• A To Do Information algorithm may be plugged in on the Installation record. Refer to To Do Entries My be Formatted By An Algorithm for more information.

• 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. Refer to To Do Pre-creation Plug-ins for more information.

• A Next To Do Assignment algorithm must be plugged into the Installation record if your organization opts to use the next assignment feature supported by the Current To Do Zone. The algorithm is responsible for determining the next To Do entry the user should work on. Make sure you provide users with security access rights to the zone's next assignment action. Refer to the Work Distribution zone for more information.

• If your To Do entries reference characteristics related to your global context data and your product supports sidebar alerts generated by algorithms, you may want configure an algorithm to display an alert if an entry is Open or Assigned for the data currently in context. Refer to your product’s documentation to determine if these types of alerts are supported.