To view the workflow dependencies for a CRM task definition

The procedure to view the workflow dependencies for a CRM task definition is as follows:

1. Navigate to Quick Menu > CRM > Configuration > CRM Task Definition. The CRM Task Definition Configuration window is displayed.
2. Expand a category heading from the alphabetical list and select an associated CRM task definition, or type its name into the Search Task Definitions field. By default the list is filtered to show Current definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Dependents. The Dependents tab is activated, revealing the Task Paths summary table, containing a list of all CRM workflow structures that contain the task definition 1. Certain fields are worthy of special note and are captured in the table below 2.
4. Click on Close.

Tip

1 By default, all task path dependencies are displayed chronologically, by their effective date (most recent at the top); to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

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

2 Use the summary table Menu option to hide or reveal additional columns of information.

See related topics...

CRM task maintenance overview

To view the case dependencies for a CRM task definition

To create a new CRM task definition

To configure the workflow structure of a task path definition