Configure the task plan template
Configure the task plan template to add conditions to a template item that determines when a template item is applicable for domain orders.
Before you begin
Before you add filter condition, make sure that the task template target record is domain order.
Role required: admin
Procedure
- Navigate to All > Task Plan Templates > All Task Plan Templates.
-
Open the record.
Use this field to add the conditions for the template item. Each condition contains a field, operator, and value(s).
-
Select Add Filter Condition.
- Add these conditions:
Fields Conditions Choose Field Select Specification. oper is Value Select the specification from the list of records for domain order. - Select +New condition set to add a new condition.Add these conditions:
Fields Conditons Choose Field Select Action from the list. oper is Value Select one of these values from the drop-down list: - Add
- Change
- Disconnect
- Cancel
- Suspend
- Resume
- Select x to remove a condition.
- Select Set to save the conditions and close the pop-up window.
- Add these conditions:
- Select Update.