Task List
Overview
Placement | |
Required KM objects |
Introduction to Task Lists
A Task List lists all Tasks existing on a specific object, gives details about them and displays the options for a Task Action. It is typically used in Profile Views. For more information on Tasks and how to configure and visualize them, see Involve business users with Tasks.
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Basic Configuration
To add a plain Task List component to your Profile View, add a component of type "task-list" with the following configuration:
Set up Task component
Creating a task end-to-end requires the set up of different assets. See Involve business users with Tasks.
Visual Editor | Code Editor | Required | Description |
|---|---|---|---|
Record | recordId | true | Record where the Tasks should be shown. This is usually the same record you're showing the Profile View for. |
Record Identifier | itemId | true | Identifier of the item the Tasks should be displayed for. Typically ${id} will also be the input of the Profile View. |
Configuration of the Task List component when using the visual editor (hover over the info icon to read the explanation of each input):
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Info
optimised for component editor
Configuration of the Task List component when using the code editor:
id: task-list-80fdfb98-0ac3-412b-a5fa-87fbe1be8530
type: task-list
settings:
itemId: ${id}
recordId: VBAKAdvanced Configuration
Visual Editor | Code Editor | Required | Type | Possible values | Default Value | Description |
|---|---|---|---|---|---|---|
Initially Displayed Tasks | initialTasks | false | Integer | 2 | Defines how many Tasks are initially shown. | |
Initially Displayed Attributes | initialAttributes | false | Integer | 3 | Defines how many Attributes per Task are initially shown. | |
Date Format | dateFormat | false | Date | dd-MM-yy HH:mm | Defines the date format for the creation date (when hovering on "info icon") and for the action status (icons appearing next to Action buttons after execution). | |
Show Status Filters | showStatusFilters | false | Boolean | true/false | true | Defines if the checkboxes for the status filters are displayed. |
Only display Tasks of the logged-in User | applyAssigneeFilter | false | Boolean | true/false | false | When this option is selected, the Task List will only display Tasks which are directly assigned to the logged-in User or assigned to Groups of which the logged-in User is a member. This is the same filtering behavior as in the Inbox. |
Record Identifier (in Preview Settings) | previewItemId | false | String | This is the Record Identifier which will be used for the preview in the visual editor. If it is not defined, it will be picked automatically to show the Record Identifier with most existing Tasks. |
Info
optimised for component editor
id: task-list-80fdfb98-0ac3-412b-a5fa-87fbe1be8530
type: task-list
settings:
itemId: ${id}
recordId: VBAK
initialTasks: 5
initialAttributes: 1
showStatusFilters: false
dateFormat: MM/dd/yy