A task plan template allows the business user to define repeatable tasks and other items needed to complete a business process. The task plan template consists of template items which include the task definitions along which any child tasks or other related items that need to be created when the task plan template is applied.
Dedicated data model for Task Plan Template related entities:
- Includes new entity for Task Plan Template (sn_task_plan_template) and Task Plan Template Item (sn_task_plan_template_item) providing horizontal capability for business users to be able to create a task plan template along with plan items.
- Includes data model support to store conditions for each template item (sn_task_plan_template_item_condition) for which the child records need to be created.
UI support to create Task Plan Template related entities:
- New navigation menu item and views for Task Plan Template related entities on Workspace.
New APIs that can be used to create cases, case tasks, child cases, child case task using the Task plan template:
- An API that takes action plan as input and creates tasks along with children
- If the plan has child cases then the API would use the multi-case creation engine to create the child cases
Configuration support for ease of creating task plan templates
- Configuration data model for admin to define the task plan configuration types. This include task plan configuration type, category, hierarchy and default views
- Platform UI for the admin to create task plan configurations including hierarchy and the fields that need to be shown on the task plan template item when business persona is creating a task plan template item.
Sharing and Access control of task plan templates
- Task Plan templates can be managed by the person who has created them. Task plan template can be shared with another user or group or service org members.
- Task plan templates can be marked as global, making them visible to all users with read access.
New in the Australia release :
Task Dependency
The dependency relationships between template items (e.g. tasks, case, and case tasks) are defined in sn_task_plan_template_dependency table and by applying the template, the dependencies between the generated tasks are created and stored in the sn_task_dependency_m2m table. Task dependencies provide controlled sequencing within Task Plan Template items. By defining predecessor and successor relationships, the tasks can start at correct time reducing ambiguity for agents.
Add and Manage Document References in Task Plan Templates
The Task Plan Framework now supports attaching documents to task plan template items. Document references are stored in the sn_task_plan_template_document table and are available through form views and related lists, depending on template state and user permissions. Document handling is secure and aligned with template access controls, ensuring that only authorized users can view or modify attached files.
- By selecting “Apply Template” for any published task plan templates, the system automatically adds all document references from the original template items to the newly created tasks, ensuring seamless access for task owners to all required documents.
This store app does not have any dependencies.