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Task Actions

Create Task

Create a new Task by filling in the following parameters in the step.

ParameterDescription
NameThe name of the task.
Prioritythe priority rank of the task- Low, Medium, High or Critical.
StatusThe task's status
DescriptionA brief description describing the task.
Assigned ToA user you assigning the task to.
Due DateA date and time for when the task is due.
Is blockingChecking the box will block the closing case until it is done.
Advanced- Dedup TableThe selected table to evaluate the duplicated condition (Dedup Condition)against.
Advanced- Dedup ConditionThe duplicate condition to check wether to insert the record or not. When the condition is met, the record will not be inserted.
Advanced- Linked ObservablesThe Name and ID of the Observable you want to link to this Task.
Advanced- Linked AlertsThe Name and ID of the Alert you want to link to this Task.
Advanced- Linked AttachmentsThe Name and ID of the Attachment you want to link to this Task.
Advanced- Linked TasksThe Name and ID of the Tasks you want to link to this Task.
Advanced- Linked CasesThe Name and ID of a different Case you want link to this Task.
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Update Task

Update a Task by filling in the following parameters in the step. This action overwrites the existing data of the selected task.

ParameterDescription
Task IDThe ID of the Task. It can be the id or the task_id field of the Task
NameThe name of the task.
Linked CasesThe Case(s) to link to a task.
Prioritythe priority rank of the task- Low, Medium, High or Critical.
StatusThe task's status.
DescriptionA brief description describing the task.
Assigned ToA user you assigning the task to.
Due DateA date and time for when the task is due.
Is BlockingBoolean: If you select True- It will block the closing case until it is done. If you select False-It will not block the closing case.
Linked AlertsThe Alert(s) to link to the Task.
Linked ObservablesThe Observables to link to the Task
Linked AttachmentsThe Attachment(s) to link to the Task.
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Delete Task

Delete a Task by filling in the following parameters in the step

ParameterDescription
Task IDThe ID of the Task. It can be the id or the task_id field of the Task
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