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Defining Conditions for Task Templates
  • 23 Dec 2024
  • 2 Minutes to read
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Defining Conditions for Task Templates

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    Light
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Article summary

Take note

This overview will explain how to Define and Edit the Conditions under which Task Templates will be available.

When you have created your new Task Template, you can define the Conditions under which it will be available.  Use the Task Template Editor to add a Condition Group to your Task Template through the Applicable When section. This can be done in one of the following ways:

  • Selecting an existing Condition Group.

  • Creating a new Condition Group.

To do so you will first need to open the Task Editor.

Opening the Task Template Editor

To open the Task Template Editor:

  • Navigate to the Task Template Main Menu.

  • Click the Name of the applicable Task Template to open the Task Template Editor.

Click the Name of the applicable Task Template to open the Task Template Editor.

Adding an Existing Condition Group

  • To add an existing Condition Group:

  • Navigate to the Applicable When section on the right of the Task Template Editor.

  • In the Condition Group field, click on the down arrow.

  • From the drop-down menu, select one of the available options. Note: The available options in the Condition Group drop-down menu depend on the selected Strategy Type.

From the Condition Group drop-down menu, select the applicable option.

Creating a new Condition Group

To create a new Condition Group from the Applicable When section in the Task Templates Editor:

  • In the Condition Group field, click the Plus button.

Click the Plus button to create a New Condition Group.

You will be redirected to a pop-up window from which you can add a new Condition Group.

  • Fill in the data in the pop-up window:

    • The Active checkbox will be ticked. Untick it if you want to make your Condition group inactive

    • In the Name filed enter the name of your Condition Group.

    • In the Description field, add a short description for your Condtion Group.

  • Click Save.

Click Save to save the newly created Condition Group.

Clicking Save will redrect you back to the Task Template Editor.

Defining Conditions

After creating the new Condition Group you will need to define the Conitions under which it should be applicable. To define the Conditions:

  • Select "And" or "Or".

  • Click + Add Group.

  • Click + Add Field and select the appropriate logic.

  • Click Save when done.

Click Save to save the Conditions.

Editing the Condition Group

Existing Condition groups can be edited in the Task Template Editor, from the Applicable When section. To edit an existing Condition group:

  • Navigate to the Applicable When section in the Task Template Editor.

  • Click the Down Arrow in the Condition Group field.

  • In the drop-down menu, select the Condition Group you want to edit. Note: The list of available Condition groups in the drop-down menu depends on the selected Strategy Type in the Details section.

  • Click the Edit button on the right of the Condition Group field.

Click the Edit button to edit the selected Condition Group.

Warning

Be careful when you edit Condition Groups because the changes will aslo affect other Task Templates where that Condition Group is used. If you try to edit a Condition Group that is already used on other Task Templates the system will show the following warning:

To edit the Conditions, add additional Groups and/or Fields as explained above. You can also adjust the logic operators, delete / switch the logic from "Or" to "AND"  by hovering over the logic block and clicking the Delete or Switch buttons.

Hover over the logic block and select the Delete or Switch button to Delete or Switch the logic from "Or" to "AND".

When teh Conditions are added, you can proceed adding Tasks and Subtasks to your Task Template.


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