Launch Task List from BAQ column (Open with...)

[SjoerdR (Sjoerd Repping)]

Hi,

I wanted to know if it is possible to lauch Task List from a BAQ column (Open with).

I was able to launch Case Entry from a BAQ column (properties Like …).

For Task List this doesn’t work, most probably because there are multiple fields required to get to the right Task.

So, is there a way to make this work?

Thanks

[masuphiber (Manuel Sudermann)]

Yes, it’s possible! I’m assuming ERP 10 is very similar to ERP 11

1. Find out the location of the “Task List” menu item. If you search for it, it should give you the path.
   
   You will need this to figure out the Menu ID for “Task List”.

2. To get the Menu ID, go into “Menu Maintenance” (can search for it as well).
   

   
   
   Copy this Menu ID or write it down somewhere.

3. Then go to “Context Menu Maintenance” and create or search for “Task.TaskID” or “TaskMast.TaskID”. If you have to create it, create it and then save the form. Then Create a new Context Menu Item.
   

   

4. Menu Item Name: Task List
   Process Type: Base Form
   Process ID: --INSERT YOUR COPIED ID–

Save the form. That should be it.

Please let me know how it goes.

[SjoerdR (Sjoerd Repping)]

Thanks @masuphiber for your reply.
I was able to launch Task List from a BAQ column but it was empty.
I still needed to select the right Workforce and corresponding task.

I think I wasn’t clear enough.

By right clicking on Case, Case entry opens and I can complete a task there.
I wanted to know if by right clicking Task Description (or Task sequence/ ID etc.), Task List can be opened with the selected task.

Thanks

[Mark_Wonsil]

It looks like it’s even possible to complete the task right from your dashboard without launching the Task List according to @MLamkin.

How do I mark a Quote Task complete outside of the Quote Entry screen?

We would like to setup a screen or dashboard which allows the Debt Manager to mark a Task that is assigned to Debt as Complete. Simply marking the Task Complete isn’t enough, it complains about a Next Task. (which there always is, but I don’t know what all it needs to handle it) The person doing the completion isn’t very tech savvy, so we want to make this simple. (he doesn’t like the existing processes). I have searched to see if someone else has asked this and didn’t find anything, I’m ho…

[SjoerdR (Sjoerd Repping)]

Mark, @MLamkin ,

I’m really curious how this works.
I’ve read the linked topic but I need more details where to make the changes etc.

Thanks,

[Mark_Wonsil]

I did a quick search on UBAQ COMPLETE TASK and found this:

BPM Code that Worked To Lose Single Quote Task Does Not Work When Looping Through Multiple Quotes/Tasks - Any ideas?

I am attempting to (once a night) loop through all expired quotes that are not already lost, and Lose them via the active task (works when performed on a single quote in a separate BPM). Nothing seems to happen anymore. I have tried tinkering quite a bit-- any ideas when looking at this code what I am doing wrong? This is an in transaction data directive on the SysTask table and I have verified that my conditions are triggering. My code does not appear to execute at all. It is set to Synchronous…

It might give you some ideas.

[MLamkin (Marjorie Lamkin)]

On the dashboard where we did the Task completion, there is a button to launch the credit manager in the correct company with the selected bill to. The code for the button is in a customization of the dashboard itself. If there’s a way to open the Task List with the correct task, I would guess you could do it with something similar.

		var othsession = Ice.Lib.Framework.FormFunctions.SessionCache.GetCachedSession(session.AppServer, OrderCompany.Text, "MfgSys");
		LaunchFormOptions launchObject = new LaunchFormOptions()
		{	
			IsModal = false,
			SuppressFormSearch = true,
			ValueIn = OrderBillTo.Text,
		};
		var othlaunch = new ILauncher(othsession);
		ProcessCaller.LaunchForm(othlaunch, "ARGO3008", launchObject);```

[dheinrich (Dylan Heinrich)]

BPM Code that Worked To Lose Single Quote Task Does Not Work When Looping Through Multiple Quotes/Tasks - Any ideas?

This seems like an odd way to trigger this. I think that this might be better to put the code into Ubaq and then schedule the BAQ to run using the BAQ Export process. Data directives can be problematic when running code in them. Plus it will be easier to test in the BAQ, AND, you can return all of your data needed to find the lines to close in the BAQ then run the code after so you don’t have to do the lookup in the code. (both ways work though) [image]

This was what I ended up doing that worked wonderfully!