To add an information field to a support provision task definition

The procedure to add an information field to a support provision task definition is as follows:

1. Navigate to Quick Menu > Support > Configuration > Support Case Task Definition. The Support Task Definition Configuration window is displayed.
2. Select a support provision task definition from the alphabetical list, or type its name into the Search Task Definitions field. By default the list is filtered to show Current task definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Information. The Information tab is activated.
4. Click on New Information Field. The Task Information Field window is displayed.
5. Enter a Description for the new support provision task information field into the box provided 2.
6. Enter the Label into the field provided i.e. a pseudo (friendly) name that will be meaningful to the end user and convey the purpose of the information field.
7. Using the Companies drop-down field, multi-select all companies for which this information field is relevant, or choose the All option, as required 1.
8. Using the Response data type drop-down field, select the desired format to match the information field - Date and Time, Date Only, Decimal, Field Specific Lookup, Integer, Lookup, System Lookup, Table Lookup, Text, Time Only, True or False, User Defined Lookup (summarised in the table below).
9. Specify the required data type criteria, range or user-defined lookup list to control the permitted end user response. Optionally, where Field Specific Lookup is selected, click on Define Lookup Values to construct the arbitrary list of parameter values. This requisite step is covered separately in the topic To assign custom lookup values to a support provision task information field.
10. Where progression of the task is dependent on the information field response, activate the Mandatory tick box provided.
11. Optionally, where the information field is to be made available as an entity tag within the Advanced Statement Builder, enter the desired caption into the Data tag name field provided.
12. Using the Display order field, enter a numeric value to specify the relative position of the information label within the overall list. The Up and Down arrows are available to increment or decrement the value, as required.
13. Choose an Effective from date for this support provision task information field i.e. the date on which it came into effect 3.
14. Choose an Effective to date if the support provision task information field status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the response field will never expire.
15. Click on Confirm. The new entry is displayed in the Information Fields summary table, confirming the assigned attributes.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Task Definitions field will match against any element of the support provision task description.

2 System validation rules ensure that the description entered for each new information field is unique for the support provision task definition within the same effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Support provision task maintenance overview

To assign custom lookup values to a support provision task information field

To create a new support provision task definition