Configure the task plan template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure the task plan template to add conditions to a template item that determines when a template item is applicable for domain orders.

    Antes de Iniciar

    Before you add filter condition, make sure that the task template target record is domain order.

    Role required: admin

    Procedimento

    1. Navigate to All > Task Plan Templates > All Task Plan Templates.
    2. Open the record.

      Use this field to add the conditions for the template item. Each condition contains a field, operator, and value(s).

    3. Select Add Filter Condition.
      • Add these conditions:
        Fields Conditons
        Choose Field Select Specification.
        oper is
        Value Select the specification from the list of records for domain order.

        task plan template.

      • Select +New condition set to add a new condition.
        Add these conditions:
        Fields Conditons
        Choose Field Select Action from the list.
        oper is
        Value Select one of these values from the drop-down list:
        • Add
        • Change
        • Disconnect
        • Cancel
        • Suspend
        • Resume
      • Select x to remove a condition.
      • Select Set to save the conditions and close the pop-up window.
    4. Select Update.