Provisioning Tool Guide

10.3 HotFix 1
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Configuring Task Templates

To configure a task template, set the default task properties. When tasks are created, the task template establishes such task properties as the task title, due date, and priority.

Click

Business Entity

Tasks

In the Tasks panel, select

Templates

, and then click

Create

In the properties panel, enter the template properties.

In the

Name

field, enter the template name.

In the

Title

field, enter the title format for task title.

Title Example 1: You want the task title to be
<business entity name>: <source record display name><source record row ID> merges to <target record display name><target record row ID>
.; Enter the following value for title:
Merge {taskRecord[1].label} into {taskRecord[0].label}
.; Where
taskRecord[N]
is the (N+1)^th business entity node in the TaskData.getTaskRecords() list
taskRecord[1]
is the source record
taskRecord[0]
is the target record
label
is the value of the task format in the business entity label format configuration.
Title Example 2: You want the task title to be
Review changes in <record label>
.; Enter the following value for title:
Review changes in {taskRecord[0].label}
.; Where
taskRecord[0]
is the target record.
label
is the value of the task format in the business entity label format configuration.

Select a task priority.

The following table describes the possible task priorities:

Priority	Description
HIGH	The task has a high priority.
NORMAL	The task has a medium priority. Default is NORMAL.
LOW	The task has a low priority.

In the

Due Date

field, enter the amount of time from the day that the task is created that the task is due.

The following table describes the due date syntax:

Type of Parameter	Description	Values
sign	Determines if the due date is set to a date after the task is created or before the task is created.	If + , the due date is determined by adding time to the date the task is triggered. If - , the due date is determined by subtracting time from the date the task is triggered.
number	The amount of units to add or subtract from the current date when establishing the due date.	Any integer value.
unit	The number of days, weeks, or months that the due date is from the date the task is triggered.	If d , the specified number of days determines the due date. If w , the specified number of weeks determines the due date. If m , the specified number of months determines the due date.