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Task Manager trick: Properties with static text and a case property

With Dovetail Task Manager, a Task will define the properties that get set when the task is executed.

 

Set a Property to a Static Text Value

For example, I can have a task that creates a subcase, and I can set it up so that the subcase title will be set to Do something awesome!

The task property setup would look like:

task manager properties

So when the subcase is created, its title will be Do something awesome!

 

Set a Property to the Same Value as a Case Property

Alternatively, instead of setting a property to a static text value, we can set it to be the same as a case property.

For example, we can set the subcase title to be the same as the case title, as shown here:

task manager properties

So when the subcase is created, its title will be the same as whatever the case title is.

 

Dynamic Property Notation

When the task is displayed, if the Value is a case property, it’s displayed wrapped in square brackets:

image

Notice that the Value for Title is [Title]

Again, when the subcase is created, its title will be the same as whatever the case title is.

This syntax should be very familiar to anyone who’s ever created a business rule within Clarify or Dovetail.  Within a business rule message, dynamic variables are wrapped in the same square brackets.

 

Set a Property to a Static Text Value and a Case Property

Combining these two together, we can set a property to be a combination of both static text and a case property.

Simply type in the static text, and type in a case property (wrapped in square brackets).

In edit mode, it will look like:

image

 

In show/display mode:

image

 

Notice that we’re setting the subcase title to be Do something awesome! The original case title: [Title]

This combines the static text of Do something awesome! The original case title: with a case property of [Title].

 

Test it out

Looking at a case:

image

we can see:

  • the case title is Need assistance with lorem ipsum
  • the demo task set was run
  • which created subcase 4144-2

 

Looking at the subcase that was created as part of the task set:

image

We can see that the subcase title is Do something awesome! The original case title: Need assistance with lorem ipsum, which is the combination of static text and case value that we expected.

 

Summary

And there you go – a little trick that makes Task Manager properties even more powerful. Hope you dig it.

Rock on.

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