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Create a Templated Form To Do

Templated To Do Form interactions can be added to automation plans.

  1. Access the Connect hub, Communication Management module, Define Interaction page.

  2. From the Type drop-down, select To Do.

  3. In the Name/Description field, enter a recognizable name or description for the interaction.

  4. In the Code field, a unique code is generated for you or you can choose to enter your own unique identifier. Codes cannot be more than 15 characters.

  5. From the Interaction Use drop-down, select Templated interaction.

  6. If you want to keep the same interaction from being sent/applied to an individual or organization more than once, select the Do not allow duplicate interactions for a record checkbox.

  7. To protect sensitive information, you can limit who can access the interaction content by selecting the Only visible with role associations checkbox.

  8. From the Select an Interaction Owner drop-down, select the module/department that is primarily responsible for this interaction type.

  9. In the Select Modules Allowed Access to the Interaction, start typing and select the modules you want to be able to access the interaction.

  10. If you want the interaction to be available in an individual’s or organization’s feed, select the Show in Communication Feed checkbox.*

    *Available with Communications Plus.

  11. Click Save and continue. The To Do Content page appears.

  12. To make the interaction available for use, click the Status option to make it active.

  13. From the To Do Type drop-down, select Form.

  14. From the Form drop-down, select the form you want the automation plan to assign to the appropriate recipients.

  15. In the To Do Item field, enter a short and recognizable title for the To Do.

  16. In the Days to Complete field, enter how long the individual tasked with completing the To Do has to complete it.

  17. In the To Do Details field, enter relevant information about the To Do.

    Note

    To customize the To Do using data fields, select a Data Fields Query. Fields are shown as placeholders that are replaced with content when the To Do is assigned. For example, PREFERRED_NAME is replaced with the assignee's preferred name.

  18. If you want to include a file attachment for the individual/s completing the To Do, click Choose file, browse to the file location, and select it.

    Note

    Allowed file attachment types are determined in the Desktop using the Make File Extensions Available for Document Storage System window or Define Allowed File Extensions window.

  19. From the Assigned To drop-down, select:

    • Data Setsto use certain criteria to determine who will be assigned to complete the To Do (e.g., everyone who is assigned to the Admissions role).

    • People to select specific individuals from the People field by typing and selecting their names.

  20. Select a save option.

    1. To save and send the form To Do at another time or as part of an automation plan, click Save and finish. The interaction is available from the Interactions page.

    2. To save and assign the form immediately, click Save and apply now. For more details, see Save and Apply Interaction Immediately.Example