Setting Up R365 Action and Form Tasks

Updated on 29 Aug 2024
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This article is part of Task Management and covers setting up R365 Action tasks.

When creating a task on a guide, users have the option to select the R365 Actions task type, which requires users to connect to a record in R365. When completing one of these tasks, users will be prompted to create a new record. Depending on the requirements of the record task setup, the task can be marked completed once the record reaches the status selected during setup.

Record Task Setup

Once the R365 Action task type is selected from the task type selector, users will be prompted to set up the task completion requirements.

	Field	Description
1	Record Type	Select the record type that will be required to complete. Users can select from the following: Inventory Count When Inventory Count is selected, users will have the option to select an inventory count template from the dropdown to use when completing the inventory count. Only templates in which the user has access will appear in the dropdown. Waste Log When Waste Log is selected, users will have the option to select a waste log template from the dropdown to use when completing the waste log. Only templates in which the user has access will appear in the dropdown. Daily Sales Safe Counts When Safe Counts is selected, users will have the option to select a day part for the safe count to automatically use when completing the safe count Log Entries Forecasts Deposits Tills Labor Punches
2	Record Date	Select the date to apply to the record requirements. The options will differ based on each record type. Depending on the type selected, users may see any of the following: Current day Day before Day after Week before Week after Custom
3	Status	The status requirement of the record. The task cannot be marked complete until it has reached the status that is selected here. Depending on the record type, users may see any of the following: Created Completed Approved Viewed
4	Requirement Description	As selections are made, the requirement description will update with the conditions selected. This explains what must occur in order for the task to be marked complete

Form Task Setup

	Field	Description
1	Record Type	The form template for the form that will be opened when a user is completing the task.
2	Record Date	Select the date to apply to the form requirements. For forms, users will see the following: Current day Day before Day after Week before Week after Custom
3	Status	The status requirement of the form. The task cannot be marked complete until it has reached the status that is selected here. For form tasks, users will have the following options: Created Submitted
4	Requirement Description	As selections are made, the requirement description will update with the conditions selected. This explains what must occur in order for the task to be marked complete.

Template Note Found

When the template entered into the template field does not exist, users will be notified that the template entered does not exist.

Users will be prompted to either cancel the action and select the correct template or create a new template with the entered name.

When Create Template is clicked, a new template of the selected type will open in a new window. Once the template is created, return to the guide task creation window and complete the creation of the task using the template

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What's Next

Task Types

Table of contents

Record Task Setup
Form Task Setup
Template Note Found