Create or modify to-dos
Create or modify a to-dos in the Employee Center.
Vorbereitungen
Role required: sn_hr_sp.esc_admin
You can use a condition builder to specify the conditions that a task must meet for it to appear on the user to-dos page. You can also define the appearance of the to-dos configuration header. You can associate both task and non-task tables in to-do configuration.
Prozedur
- Navigate to All > Employee Center > Administration > To-dos Configuration.
- Click New or open a record.
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Fill in the fields on the form.
Tabelle : 1. To-dos Configuration form Field Description Name Name of the to-dos configuration filter. Table Name of the table that the to-dos configuration is associated with. Hinweis:- You can associate one filter per table.
- The table must be an extension of the Task [task] table.
Tab The tab where you want the to-dos to appear. Conditions Conditions that a task must meet to appear on the to-dos page in the Employee Center.The conditions available to use are dependent on the table you select. Hinweis:When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.Active Check box to activate the to-dos configuration for use. Applies to Indicates the service portal the to-dos configuration applies to. -
Select Save.
The Title row and Detail row tabs appear.
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In the Title row tab, configure the title row of the
to-dos configuration header.
Tabelle : 2. Title form Field Description Title type Indicates what the title type applies to. The choices are: - Fields: Uses a field from the table you selected for the title.
- Custom: Provide custom text to appear as the to-dos configuration title.
Title field Appears when you select Fields from the Title type list. Map a field from the table you selected to appear as the to-dos configuration title.
Custom title Appears when you select Custom from the Title type list. Enter text you want to appear for the title.
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In the Detail row tab, configure the details row of the
to-dos configuration header.
Tabelle : 3. Details form Field Description Detail type Indicates the type of detail you want to appear in the to-dos. - Custom: Indicates custom text appears as the to-dos configuration details.
- Parent fields: Select a parent table, and then map
one or more fields from that table to appear as the
to-dos configuration details. The fields will be
separated by a hyphen.Hinweis:To display a link to the parent ticket page, make sure that the Link to parent check box is selected.
- Fields: Map one or more fields from the associated
table to appear as the to-dos configuration details.
The fields will be separated by a hyphen.Hinweis:To display a link to the corresponding ticket page, make sure that the Link to task check box is selected.
Custom detail Enter custom text you want to appear in the to-dos list. Only appears when you select Custom from the Detail type list.
Parent table The table you want to use to select fields from in the detail row of your to-dos. Only appears when you select Parent fields from the Detail type list.
Parent fields The fields you want to appear in the detail row of your to-dos. The fields you choose are based on the table you selected. Only appears when you select Parent fields from the Detail type list.
Link to parent Indicates you want a link that opens the parent task to appear on the ticket page. Only appears when you select Parent fields from the Detail type list.
Detail fields Indicates the fields you want to appear as the to-dos configuration details. If you select multiple fields, they are separated by a hyphen. Only appears when you select Fields from the Detail type list.
Link to task Indicates you want a link to appear that prompts the user to select to open a task on the ticket page. Hinweis:Link to task works only when the table extends the task table.Only appears when you select Fields from the Detail type list.
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In the To-dos Widget Mappings list, you can map the
filter to one or more custom to-dos widgets.
Hinweis:If no widget mapping is provided, a default to-dos widget is used.
- Click New or open a record.
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Fill in the fields on the form.
Tabelle : 4. To-dos Widget Mapping form Field Description To-dos Configuration This field is automatically set to the to-dos configuration that the widget mapping is associated with. Table This field is automatically set to the table that the to-dos configuration is associated with. Conditions Conditions that a to-do must meet for it to display with the widget. Hinweis:When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.Active Check box to activate the widget mapping for use. Widget Name of the widget that the to-dos configuration is associated with. Hinweis:To learn more about widgets and how to configure them, see Service Portal widgets - Click Submit or Update.
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In the To-dos Configuration Detail list, you can map the
source table fields based on the defined conditions.
- Click New or open an existing record.
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On the form, fill or modify the fields.
Tabelle : 5. To-dos Configuration Detail form Field Description To-dos Configuration Select the to-dos configuration that you want to associate with the widget. Table This field is automatically set to the table that the to-dos configuration is associated with. To-do Target Select the target table that you want to map the configuration to. Conditions Enter the Conditions that a to-do must meet for the configuration mapping. Hinweis:When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.Active Check box to activate the widget mapping for use. Order Enter the order number in which you want the To-do to appear in the widget. -
Under Field Mappings, map the fields of the
selected To-dos configuration table with the
To-do target table.
Abbildung : 1. To-do configuration detail field mappings - Click Submit or Update.
- Click Submit or Update.