Table "To-do"
ID 5080
Namespace: Microsoft.CRM.Task
Properties
Fields
| Name |
Type |
Description |
| "No." |
Code[20]
|
Specifies the number of the involved entry or record, according to the specified number series.
|
| "Team Code" |
Code[10]
|
Specifies the code of the team to which the task is assigned.
|
| "Salesperson Code" |
Code[20]
|
Specifies the code of the salesperson assigned to the task.
|
| "Campaign No." |
Code[20]
|
Specifies the number of the campaign to which the task is linked.
|
| "Contact No." |
Code[20]
|
Specifies the number of the contact linked to the task.
|
| "Opportunity No." |
Code[20]
|
Specifies the number of the opportunity to which the task is linked.
|
| "Segment No." |
Code[20]
|
|
| Type |
Enum Microsoft.CRM.Task."Task Type"
|
Specifies the type of the task.
|
| Date |
Date
|
Specifies the date when the task should be started. There are certain rules for how dates should be entered found in How to: Enter Dates and Times.
|
| Status |
Enum Microsoft.CRM.Task."Task Status"
|
Specifies the status of the task. There are five options: Not Started, In Progress, Completed, Waiting and Postponed.
|
| Priority |
Option
|
Specifies the priority of the task.
|
| Description |
Text[100]
|
Specifies the description of the task.
|
| Closed |
Boolean
|
Specifies that the task is closed.
|
| "Date Closed" |
Date
|
Specifies the date the task was closed.
|
| "No. Series" |
Code[20]
|
|
| Comment |
Boolean
|
Specifies that a comment has been assigned to the task.
|
| Canceled |
Boolean
|
Specifies that the task has been canceled.
|
| "Contact Name" |
Text[100]
|
Specifies the name of the contact to which this task has been assigned.
|
| "Team Name" |
Text[50]
|
|
| "Salesperson Name" |
Text[50]
|
|
| "Campaign Description" |
Text[100]
|
Specifies the description of the campaign to which the task is linked.
|
| "Contact Company No." |
Code[20]
|
Specifies the contact number of the company for which the contact involved in the task works.
|
| "Contact Company Name" |
Text[100]
|
Specifies the name of the company for which the contact involved in the task works.
|
| Recurring |
Boolean
|
Specifies that the Task occurs periodically.
|
| "Recurring Date Interval" |
DateFormula
|
Specifies the date formula to assign automatically a recurring Task to a Salesperson or Team.
|
| "Calc. Due Date From" |
Option
|
Specifies the date to use to calculate the date on which the next Task should be completed.
|
| "Opportunity Description" |
Text[100]
|
Specifies a description of the opportunity related to the task. The description is copied from the opportunity card.
|
| "Start Time" |
Time
|
Specifies the time when the Task of the Meeting type should be started.
|
| Duration |
Duration
|
Specifies the duration of the Task of the Meeting type.
|
| "Opportunity Entry No." |
Integer
|
|
| "Last Date Modified" |
Date
|
|
| "Last Time Modified" |
Time
|
|
| "All Day Event" |
Boolean
|
Specifies that the Task of the Meeting type is an all-day event, which is an activity that lasts 24 hours or longer.
|
| Location |
Text[100]
|
Specifies the location where the meeting will take place.
|
| "Organizer To-do No." |
Code[20]
|
Specifies the number of the organizer's task. The field is not editable.
|
| "Interaction Template Code" |
Code[10]
|
Specifies the code for the interaction template that you have selected.
|
| "Language Code" |
Code[10]
|
Specifies the language that is used when translating specified text on documents to foreign business partner, such as an item description on an order confirmation.
|
| "Attachment No." |
Integer
|
|
| Subject |
Text[100]
|
Specifies the subject of the task. The subject is used for e-mail messages or Outlook meetings that you create.
|
| "Unit Cost (LCY)" |
Decimal
|
|
| "Unit Duration (Min.)" |
Decimal
|
|
| "No. of Attendees" |
Integer
|
Specifies the number of attendees for the meeting. click the field to view the Attendee Scheduling card.
|
| "Attendees Accepted No." |
Integer
|
Specifies the number of attendees that have confirmed their participation in the meeting.
|
| "System To-do Type" |
Option
|
|
| "Completed By" |
Code[20]
|
Specifies the salesperson who completed this team task.
|
| "Ending Date" |
Date
|
Specifies the date of when the Task should end. There are certain rules for how dates should be entered. For more information, see How to: Enter Dates and Times.
|
| "Ending Time" |
Time
|
Specifies the time of when the Task of the Meeting type should end.
|
| "Wizard Step" |
Option
|
|
| "Team To-do" |
Boolean
|
Specifies if the Task is meant to be done team-wide. Select the check box to specify that the Task applies to the entire Team.
|
| "Send on finish" |
Boolean
|
Specifies if the meeting invitation task will be sent when the Create Task wizard is finished.
|
| "Segment Description" |
Text[100]
|
Specifies a description of the segment related to the task. The description is copied from the segment card.
|
| "Team Meeting Organizer" |
Code[20]
|
Specifies who on the team is the organizer of the task. You can modify the value in this field with the appropriate name when the to-do is for a team.
|
| "Activity Code" |
Code[10]
|
Specifies a code for the task activity.
|
| "Wizard Contact Name" |
Text[100]
|
Specifies a contact name from the wizard.
|
| "Wizard Campaign Description" |
Text[100]
|
Specifies a description of the campaign that is related to the task. The description is copied from the campaign card.
|
| "Wizard Opportunity Description" |
Text[100]
|
Specifies a description of the Opportunity that is related to the Task. The description is copied from the Campaign card.
|
| SystemId |
Guid
|
|
| SystemCreatedAt |
DateTime
|
|
| SystemCreatedBy |
Guid
|
|
| SystemModifiedAt |
DateTime
|
|
| SystemModifiedBy |
Guid
|
|
| SystemCreatedByUserName |
Text[50]
|
|
| SystemCreatedByFullName |
Text[80]
|
|
| SystemModifiedByUserName |
Text[50]
|
|
| SystemModifiedByFullName |
Text[80]
|
|
| SystemRowVersion |
BigInteger
|
|
Methods
CreateTaskFromTask
procedure CreateTaskFromTask(var Task: Record "To-do")
Parameters
CreateTaskFromSalesHeader
procedure CreateTaskFromSalesHeader(SalesHeader: Record "Sales Header")
Parameters
CreateTaskFromInteractLogEntry
procedure CreateTaskFromInteractLogEntry(InteractionLogEntry: Record "Interaction Log Entry")
Parameters
InsertTask
procedure InsertTask(Task2: Record "To-do"; var RMCommentLine: Record "Rlshp. Mgt. Comment Line"; var TempAttendee: Record Attendee temporary; var TaskInteractionLanguage: Record "To-do Interaction Language"; var TempAttachment: Record Attachment temporary; ActivityCode: Code[10]; Deliver: Boolean)
Parameters
CreateSubTask
procedure CreateSubTask(var Attendee: Record Attendee; Task: Record "To-do"): Code[20]
Parameters
Returns
| Type |
Description |
|
Code[20] |
|
DeleteAttendeeTask
procedure DeleteAttendeeTask(Attendee: Record Attendee)
Parameters
FindAttendeeTask
procedure FindAttendeeTask(var Task: Record "To-do"; Attendee: Record Attendee): Boolean
Parameters
Returns
AssignActivityFromTask
procedure AssignActivityFromTask(var Task: Record "To-do")
Parameters
InsertActivityTask
procedure InsertActivityTask(Task2: Record "To-do"; ActivityCode: Code[10]; var Attendee: Record Attendee)
Parameters
CancelOpenTasks
procedure CancelOpenTasks(OpportunityNo: Code[20])
Parameters
| Name |
Type |
Description |
|
OpportunityNo
|
Code[20] |
|
SetDuration
procedure SetDuration(EndingDate: Date; EndingTime: Time)
Parameters
| Name |
Type |
Description |
|
EndingDate
|
Date |
|
|
EndingTime
|
Time |
|
GetEndDateTime
procedure GetEndDateTime()
CreateAttendeesFromTeam
procedure CreateAttendeesFromTeam(var Attendee: Record Attendee; TeamMeetingOrganizer: Code[20])
Parameters
ChangeTeam
ReassignTeamTaskToSalesperson
procedure ReassignTeamTaskToSalesperson()
ReassignSalespersonTaskToTeam
procedure ReassignSalespersonTaskToTeam()
GetMeetingOrganizerTask
procedure GetMeetingOrganizerTask(var Task: Record "To-do")
Parameters
ArrangeOrganizerAttendee
procedure ArrangeOrganizerAttendee()
StartWizard
CheckStatus
FinishWizard
procedure FinishWizard(SendExchangeAppointment: Boolean)
Parameters
| Name |
Type |
Description |
|
SendExchangeAppointment
|
Boolean |
|
AssignDefaultAttendeeInfo
procedure AssignDefaultAttendeeInfo()
ValidateLanguageCode
procedure ValidateLanguageCode()
LookupLanguageCode
procedure LookupLanguageCode()
LoadTempAttachment
procedure LoadTempAttachment()
ClearDefaultAttendeeInfo
procedure ClearDefaultAttendeeInfo()
GetAttendee
procedure GetAttendee(var Attendee: Record Attendee)
Parameters
SetAttendee
procedure SetAttendee(var Attendee: Record Attendee)
Parameters
SetComments
procedure SetComments(var RMCommentLine: Record "Rlshp. Mgt. Comment Line")
Parameters
CheckAssignActivityStatus
procedure CheckAssignActivityStatus()
SetRunFromForm
procedure SetRunFromForm()
IsCalledFromForm
procedure IsCalledFromForm(): Boolean
Returns
Events
OnAfterCopyFieldsFromActivityStep
[IntegrationEvent(False,False)]
local procedure OnAfterCopyFieldsFromActivityStep(var TempTask: Record "To-do" temporary; ActivityStep: Record "Activity Step")
Parameters
OnAfterSetFilterFromTask
[IntegrationEvent(False,False)]
local procedure OnAfterSetFilterFromTask(var ToTask: Record "To-do"; var FromTask: Record "To-do")
Parameters
OnAfterInsertTask
[IntegrationEvent(False,False)]
local procedure OnAfterInsertTask(var Todo: Record "To-do")
Parameters
OnBeforeChangeTeam
[IntegrationEvent(False,False)]
local procedure OnBeforeChangeTeam(var Task: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeConfirmReassignmentOpenedNotMeetingToDo
[IntegrationEvent(False,False)]
local procedure OnBeforeConfirmReassignmentOpenedNotMeetingToDo(var ToTask: Record "To-do"; var IsHandled: Boolean; xToTask: Record "To-do")
Parameters
OnBeforeCreateAttendeeFromFinishWizard
[IntegrationEvent(False,False)]
local procedure OnBeforeCreateAttendeeFromFinishWizard(var ToTask: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeCreateSubTask
[IntegrationEvent(False,False)]
local procedure OnBeforeCreateSubTask(Attendee: Record Attendee; Task: Record "To-do"; var TaskNo: Code[20]; var IsHandled: Boolean)
Parameters
OnBeforeGetEndDateTime
[IntegrationEvent(False,False)]
local procedure OnBeforeGetEndDateTime(var ToTask: Record "To-do"; CallingFieldNo: Integer; var IsHandled: Boolean)
Parameters
OnBeforeInsertTaskAndRelatedData
[IntegrationEvent(False,False)]
local procedure OnBeforeInsertTaskAndRelatedData(var Task: Record "To-do"; var SkipTypeUpdate: Boolean)
Parameters
OnBeforeReassignSalespersonTaskToTeam
[IntegrationEvent(False,False)]
local procedure OnBeforeReassignSalespersonTaskToTeam(var Task: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeReassignTeamTaskToSalesperson
[IntegrationEvent(False,False)]
local procedure OnBeforeReassignTeamTaskToSalesperson(var Task: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeRunCreateTaskPage
[IntegrationEvent(False,False)]
local procedure OnBeforeRunCreateTaskPage(var Task: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeSetDuration
[IntegrationEvent(False,False)]
local procedure OnBeforeSetDuration(var Task: Record "To-do"; var IsHandled: Boolean; EndingDate: Date; EndingTime: Time)
Parameters
OnBeforeStartWizard
[IntegrationEvent(False,False)]
local procedure OnBeforeStartWizard(var Todo: Record "To-do"; var IsHandled: Boolean)
Parameters
OnCreateTaskFromTaskOnBeforeStartWizard
[IntegrationEvent(False,False)]
local procedure OnCreateTaskFromTaskOnBeforeStartWizard(var Task: Record "To-do"; var FromTask: Record "To-do")
Parameters
OnCreateTaskFromSalesHeaderOnBeforeStartWizard
[IntegrationEvent(False,False)]
local procedure OnCreateTaskFromSalesHeaderOnBeforeStartWizard(var Task: Record "To-do"; SalesHeader: Record "Sales Header")
Parameters
OnCreateTaskFromSalesHeaderoOnBeforeStartWizard
[IntegrationEvent(False,False)]
local procedure OnCreateTaskFromSalesHeaderoOnBeforeStartWizard(var Task: Record "To-do"; SalesHeader: Record "Sales Header")
Parameters
OnCreateTaskFromInteractLogEntryOnBeforeStartWizard
[IntegrationEvent(False,False)]
local procedure OnCreateTaskFromInteractLogEntryOnBeforeStartWizard(var Task: Record "To-do"; InteractionLogEntry: Record "Interaction Log Entry")
Parameters
OnCreateInteractionOnBeforeCreatePhoneCall
[IntegrationEvent(False,False)]
local procedure OnCreateInteractionOnBeforeCreatePhoneCall(var SegLine: Record "Segment Line"; var Task: Record "To-do")
Parameters
OnBeforeUpdateAttendeeTasks
[IntegrationEvent(False,False)]
local procedure OnBeforeUpdateAttendeeTasks(var Task: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeValidateTeamCode
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateTeamCode(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeValidateSalespersonCode
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateSalespersonCode(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeValidateContactNo
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateContactNo(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeValidateType
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateType(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeDeleteAttendeeTask
[IntegrationEvent(False,False)]
local procedure OnBeforeDeleteAttendeeTask(var Task: Record "To-do"; var IsHandled: Boolean)
Parameters
OnLogTaskInteractionOnBeforeTempSegLineInsert
[IntegrationEvent(False,False)]
local procedure OnLogTaskInteractionOnBeforeTempSegLineInsert(var SegmentLine: Record "Segment Line"; Task: Record "To-do")
Parameters
OnStartWizardOnAfterSetDate
[IntegrationEvent(False,False)]
local procedure OnStartWizardOnAfterSetDate(var Task: Record "To-do")
Parameters
OnStartWizardOnBeforeInsert
[IntegrationEvent(False,False)]
local procedure OnStartWizardOnBeforeInsert(var Task: Record "To-do")
Parameters
OnAfterInsertTaskAndRelatedData
[IntegrationEvent(False,False)]
local procedure OnAfterInsertTaskAndRelatedData(var Task2: Record "To-do"; TaskNo: Code[20])
Parameters
OnBeforeValidateCompletedBy
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateCompletedBy(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean)
Parameters
OnStartWizard2OnBeforeInsert
[IntegrationEvent(False,False)]
local procedure OnStartWizard2OnBeforeInsert(var Task: Record "To-do")
Parameters
OnBeforeCreateOrganizerTask
[IntegrationEvent(False,False)]
local procedure OnBeforeCreateOrganizerTask(Task: Record "To-do"; var TempAttendee: Record Attendee temporary; TaskNo: Code[20]; var IsHandled: Boolean)
Parameters
OnFinishWizardOnBeforeContactNoValidation
[IntegrationEvent(False,False)]
local procedure OnFinishWizardOnBeforeContactNoValidation(var ToDo: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeCreateSubTaskForAttendees
[IntegrationEvent(False,False)]
local procedure OnBeforeCreateSubTaskForAttendees(var ToDo: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeCreateInteraction
[IntegrationEvent(False,False)]
local procedure OnBeforeCreateInteraction(var Todo: Record "To-do"; var IsHandled: Boolean)
Parameters
OnBeforeUpdateInteractionTemplate
[IntegrationEvent(False,False)]
local procedure OnBeforeUpdateInteractionTemplate(var Todo: Record "To-do"; var TodoInteractionLanguage: Record "To-do Interaction Language"; var Attachment: Record Attachment; InteractTmplCode: Code[10]; AttachmentTemporary: Boolean; var IsHandled: Boolean)
Parameters
OnBeforeCreateAttachment
[IntegrationEvent(False,False)]
local procedure OnBeforeCreateAttachment(var Todo: Record "To-do"; var PageNotEditable: Boolean)
Parameters
OnBeforeOpenAttachment
[IntegrationEvent(False,False)]
local procedure OnBeforeOpenAttachment(var Todo: Record "To-do"; var PageNotEditable: Boolean)
Parameters
OnBeforeImportAttachment
[IntegrationEvent(False,False)]
local procedure OnBeforeImportAttachment(var Todo: Record "To-do")
Parameters
OnBeforeExportAttachment
[IntegrationEvent(False,False)]
local procedure OnBeforeExportAttachment(var Todo: Record "To-do")
Parameters
OnBeforeRemoveAttachment
[IntegrationEvent(False,False)]
local procedure OnBeforeRemoveAttachment(var Todo: Record "To-do")
Parameters
OnStartWizardOnAfterInsert
[IntegrationEvent(False,False)]
local procedure OnStartWizardOnAfterInsert(var Todo: Record "To-do")
Parameters
OnBeforeInsertActivityTask
[IntegrationEvent(False,False)]
local procedure OnBeforeInsertActivityTask(var Task: Record "To-do"; ActivityCode: Code[10]; var Attendee: Record Attendee; var IsHandled: Boolean)
Parameters
OnBeforeValidateClosed
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateClosed(var Todo: Record "To-do"; xTodo: Record "To-do"; var SkipConfirmDialog: Boolean; var IsHandled: Boolean)
Parameters
OnAfterAssignDefaultAttendeeInfo
[IntegrationEvent(False,False)]
local procedure OnAfterAssignDefaultAttendeeInfo(var Todo: Record "To-do"; var AttendeeLineNo: Integer; var TempAttendee: Record Attendee temporary)
Parameters
OnProcessAttendeeAppointmentOnAfterFindAttendeeTask
[IntegrationEvent(False,False)]
local procedure OnProcessAttendeeAppointmentOnAfterFindAttendeeTask(var Attendee: Record Attendee; var Todo: Record "To-do"; var Todo2: Record "To-do"; var SalesPersonList: Text; CreateExchangeAppointment: Boolean)
Parameters
OnBeforeCheckStatus
[IntegrationEvent(False,False)]
local procedure OnBeforeCheckStatus(var Todo: Record "To-do")
Parameters
See also