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We have introduced a new standard object ‘Tasks’ that can be used in your workflows just as other objects. The purpose of this object is to define the fields that are shown for the tasks that will be assigned to the incidents.
Via object configurations accessed through cammsrisk>Framework>Incident Settings, a new object ‘Task’ will be available with the following standard fields:
TaskName – The name of the task.
TaskStatus – The status of the task (standard statuses Not Started, In Progress, Deferred, Completed and On Going will be available here).
TaskStartDate – The start date for the task.
TaskEndDate – The end date for the task.
TaskTimeFrame - A timer which can be set to run down from the moment of incident creation counting down to task completion. Emails can be configured based on the timer which is explained below.
TaskDescription – A description for the task.
TaskComment – Comment field to add progress comments on the task performance performance.
IsMandotory – Whether or not the task is mandatory.
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Note: For the moment, the task object will only allow the usage of the above standard fields. CAMMS will be working to further improve the task object to allow having custom fields as well in the future via the road map map. |
Once the object configurations are done, if you wish to enable the task object as a separate object in the workflow, you should tick on the ‘Visible’ configuration to make the object visible in the workflow. If you wish to enable the task object as a field on another object in the workflow, you should un-tick the ‘Visible’ configuration from object configurations>TaskObject.
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Note: Both of the above configurations will not function together, hence it is advised to keep the task object not visible and enable the object as a field within another object – ideally, the Incident Details standard object with the category field enabled. We will improve the feature to provide the ability to use tasks in both ways in the future. |
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Standard Incident Add Permission
Standard Unlock All Objects In Incident Drafts For Editing Permission.
Portal user experience
Portal users will be able to go to the landing page and submit records in the usual manner by submitting an email address.
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