How to create Task Type with MDM

Overview

This guide walks you through the process of creating a Task Type using Master Data Management (MDM). By following these steps, you will set up a Data Model, configure forms and searches, and enable task management within cases.

1. Set Up the Data Model for Task Type

1. Navigate to: Data Management → Data Model → Add Data Model.

2. Create a new Data Model for Task Type.

2. Configure the Data Model

a) Define the Structure

• Open Data Model Builder → Data Model Editor.

• Configure the necessary fields and relationships.

b) Set Up Forms

• Go to Data Model Builder → Forms.

• Design a form for managing Task Types.

c) Configure Search Options

• Open Data Model Builder → Searches.

• Set up search functionality to quickly locate Task Types.

3. Create a Task Type

• Navigate to Case Setup → Task Types → Add Task Type.

• Add a new Task Type and configure its properties.

4. Configure Case Type and Ad Hoc Availability

• Open Case Setup → Case Types → Add Case Type.

• Define a new Case Type and specify the available Ad Hoc tasks.

Working with Tasks in Cases

1. Create a New Case

• Go to Home → Search Cases → Add Case.

2. Create a New Task

• Open an existing case and navigate to Case → Tasks → Add Task.

3. Modify an Existing Task

• Open the task and go to Task → Task Info → Modify Task.

Limitations

• Users cannot create or modify an MDM Task when the CSharp Layer is disabled.

Conclusion

By following these steps, you can successfully create and manage Task Types using MDM. This approach ensures structured task creation, efficient searchability, and seamless integration within cases.