Configure the additional properties in Task Planner

The additional properties in Task Planner enable you to share information between task records and parent records, and also between task records. When you configure the input and output of a planned task, the options available for selection are typically user options or fields in the parent record. In order to make other options available, you must configure the additional properties.

Add an additional property

To add an additional property, follow these steps:

1. Open the record for which you want to plan a task.
   
   For example, click Change Management > Change Queue, and then select a Change record from the queue. Or, click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.

2. Click the Tasks tab in the record, click Edit, and then click Additional Properties to open the Additional Properties information page.

3. In the toolbar, click Add Additional Properties to open the New Additional Property page.

4. In the ID field, type an identifier for the additional property.

   Note The identifier cannot start with either a number or a punctuation mark.

5. In the Display Label field, type the name of the field as you want it to appear in the Additional Properties tab of the task record.

6. In the Type drop-down list, select the type of data that you want to share, and then click Next.

   Note Depending on the type of data that you choose, you may have to enter further information. For example, if you select Record, you must then specify the table and the field in which the record is located.

7. (Optional) If the additional property requires validation, enter the validation script into the Validation Script field.
8. Click Finish to save your changes.

The additional property is now available for selection when you configure input and output values in Task Planner.

Edit an additional property

To edit an additional property, follow these steps:

1. Open the record for which the task that contains the additional property is configured.
   
   For example, click Change Management > Change Queue, and then select a Change record from the queue. Or, click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.

2. Click the Tasks tab in the record, click Edit, and then click Additional Properties to open the Additional Properties information page.

3. In the toolbar, click Edit Additional Properties to open the New Additional Property page.

4. Make the required changes to the additional properties definition.

5. Click Finish to save your changes.

Delete an additional property

To delete an additional property, follow these steps:

1. Open the record for which the task that contains the additional property is configured.

   For example, click Change Management > Change Queue, and then select a Change record from the queue. Or, click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.

2. Click the Tasks tab in the record, click Edit, and then click Additional Properties to open the Additional Properties information page.

3. In the toolbar, click Edit Additional Properties to open the New Additional Property page.

4. Click Remove This Additional Property, and then click Yes to confirm the deletion.

Related topics

Process Designer
Process Designer security model

Setting the input and output data in Task Planner