Setting Up To Do Types

As described under ToDo's and Cases, ToDo entries can be used to highlight cases that require user attention.

The following points provide a high-level description of how to create (and complete) ToDo entries for a case type:

• Create a ToDo type for each different type of ToDo entry used during a case's lifecycle.
  • On the ToDo type, think carefully about the roles whose users can work on the entries
  • Also consider if you would like a BPA script launched when a user selects the entry
• Specify the ToDo type on the appropriate entry processing or exit processing algorithm.
• If you want the system to automatically complete ToDo entries, specify the ToDo type on the appropriate entry processing or exit processing algorithm.

Please be aware that the case maintenance transaction highlights the number of open and being worked ToDo entries linked to the case being displayed on the page. However, the system can only do this if the ToDo entries reference a foreign-key characteristic whose foreign key references the case table. If you use the CSEN-TD algorithm to create ToDo entries when a case enters a given state, this algorithm will do this for you if:

• You have set up a foreign-key characteristic type whose foreign key references the case table.
• In addition, the characteristic type must reference a characteristic entity of ToDo Entry .