To-dos configuration on custom table

[sakshi1707]

There is a table named Destination Medicine, where some task records are created after certain conditions on the form are met. I want to send these tasks as ToDos to the portal so that end users can review the details on the task table. How can I add these ToDos to a custom table? Could you please help me configure this with step-by-step instructions?

[Robert H]

Hello @sakshi1707 ,

Can you please clarify what you mean by "ToDos"? Are your referring to the "My Tasks" menu in Employee Center?

Assuming that this is the case, you can display any record in that menu by creating a "To-Dos Configuration". In the most basic scenario, you select the table, conditions, and the fields that shall be displayed in the list and the item header.

But surely you also want the user to see further details, and perform some kind of action on that record. This can be done by creating a new record in the related list "Task Configuration".

To configure the available actions you would need to create Action Types, Actions, and Action Groups using the Action Framework.

This will allow you to achieve something like this example:

Regards,

Robert