NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm
Scheduling Template Tasks in ClientSpace
Step-by-step guide
Click the “Scheduled” checkbox to the template task configuration interface.
When “Scheduled” is selected new fields will be available:
- “Only create this task a maximum of once every this many days”
- Scheduled tasks conditions are limited to the “dataform” trigger type.
- Changing from “Unscheduled” to “Scheduled” will validate that only “dataform” types are selected.
- Saving either the condition or the configuration will cause a new stored procedure to get generated.
Use “Proximity” operator for date conditions and designate "Within this many days:"
A scheduled process will evaluate any “Scheduled” template tasks and use the generated stored procedure to retrieve the tasks that need to be cloned.
If using additional criteria at the bottom it will be treated as an "AND" to the date criteria for the Schedule Task.
In this example, we are saying "ClientSpace should generate a template task 40 days before the ClientMaster.ContractEffectiveDate. If for any reason it doesn't get created continue to try to create for the next 10 days. When the task does get created; don't create again for at least 365 days even if the ClientMaster.ContractEffectiveDate is updated and falls within the 40 days again.”
Template Tasks are being deprecated in favor of Workflow Channels. You can read more about Workflow Channels in the document Configuring Workflow Channels.
Related articles
NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm