Configure the task plan template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • 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

    1. Navigate to All > Task Plan Templates > All Task Plan Templates.
    2. Open the record.

      Use this field to add the conditions for the template item. Each condition contains a field, operator, and value(s).

    3. 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.

        task plan template.

      • 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.
    4. Select Update.