Related To Do Entries
A user working on a To Do may want to know of other To Dos that may be related to the same problem. If they can be worked by the same user they may get resolved faster. It seems almost impossible to programmatically determine whether two To Dos really stem from the same problem. The user should therefore be presented with a list of potentially related To Dos from which they can select the truly relevant ones.
A To Do entry is considered potentially related to a given To Do if they reference a common entity via a characteristic. For example, if a given To Do references a certain account then any To Do referencing that same account is considered related to it.
Note:
The common entity is any characteristic value linked to the To Do entry where the characteristic type is a Foreign Key and the main table of the foreign key is classified as a Master or Transaction table.
There are various places where the user is informed as to whether or not the current To Do Entry is related to other To Do Entries.
• To Do entry maintenance displays in insight indicating the number of related To Do Entries for the current To Do. In addition, a Related To Do Entries zone shows information about each related To Do.
• The
Current To Do dashboard zone includes related To Do information and actions.
• The
To Do Search page supports a
Related To Do filter that lists all related To Do entries for a given entry.
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