Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Step 2. Configuring a Hierarchy Task Template

Step 2. Configuring a Hierarchy Task Template

To configure a task template for hierarchy tasks, set the default task properties, such as the task title, due date, and priority. When ActiveVOS creates hierarchy tasks, the tasks are created with the specified properties.
  1. Click
    Business Entity
    Tasks
    , and then select
    Templates
    .
  2. Click
    Create
    .
  3. In the properties panel, enter the template properties.
    1. In the
      Name
      field, enter
      HierarchyApprovalTemplate
      .
    2. In the
      Title
      field, enter the title format for task title.
      Title Example
      You want the task title to be
      Review hierarchy changes in <record label>
      .
      Enter the following value for title:
      Review hierarchy 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.
    3. 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.
    4. 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.
    5. Optionally, in the
      Comment
      field, enter the text that populates the task comment field.
    6. Optional, in the
      Status
      field, select the status of the task.
      The following table describes the possible task statuses:
      Status
      Description
      OPEN
      The task status is Open. Default is OPEN.
  4. Click
    Apply
    .

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