General Description of the Feature
In the entity Task two new fields have been added. The field: Category, and the field: Reason.
For each new task the user can select from the drop-down list the category and the reason as depicted below:
(A) Create Task
To create a task in popup window user must select a task category
The next field must user select is task reason. The options are changed by task category
(B) User Tasks Pages
- The user tasks have been enhanced with two new fields, category and reason to connect with the two entities.
- You can open the user tasks page with the following path:
~/ UserTasks
Note that the grid list is updated to show the task’s category and reason.
- By clicking on the plus icon on the upper-right corner, a pop-up will open for the user to add a new task.
- After entering the needed data, scroll down to the bottom of the pop-up.
You will find two combo-dropdowns.
- Task category drop down fetches all values from the task category entity.
- Task Reason drop down cascades from the category field and fetches all entries that are bound to the selected category.
- Note: These two fields can be mandatory or not by adding a business case to the user role.
That business case is: 9401 - After clicking the “Save” button, a new user task will be created, and the user will be redirected back to the user task grid list page.
- Category and reason have been also added on the pages filters:
- So the user can search with them.
Business Benefit
The customer can assign tasks of different categories and reasons and monitor the status per category and/or per reason.
Configuration
Entity: IDMS_TASK_CATEGORY can be configured in this page: ~/SetupEntities/List/Administration/IDMS_TaskCategory
Entity: IDMS_TASK_REASONE can be configured in this page: ~/SetupEntities/List/Administration/IDMS_TaskReason
The BC: 9401 controls whether the two fields are mandatory or not
- Task Category:
- You can directly open its setup page by the following path:
~/SetupEntities/List/Administration/IDMS_TaskCategory.
This will open a grid list showing all the already existing task categories.
- You can directly open its setup page by the following path:
- By clicking on the plus icon on the upper-right corner, a pop-up will open for the user to add a new task category
- Pop-up fields:
- Description (Mandatory): User must set the description for this new category.
- Resource Key: The user should enter a resource key for any description translations to take place.
- By clicking the “Create” button, a new task category will be created and the user will be redirected to task categories grid list.
- On the grid list page, you can click the arrow button on the right side for more actions.
From here you can either edit an existing task or delete it.
Additional Information
Feature: AVSB-125
Test case: ODP-3489
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