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   Using PANTHEON Granules at Tecta, a fictional company
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Add link to Task

       

 Add link to Task form allows linking documents, contacts, employees, etc. User who will carry out the task, thus obtaining additional information and simplifying the task execution.

The form is accessed from form Task, when we click on the button .

The form is made up of certain elements, which we describe below.

Link type

 

Select the link type from the drop-down list. There are:

  • PANTHEON documents - add a link to the document (e.g.: 23-0100-000018);
  • DMS Documents - add a link to the document from DMS (e.g.: 23-DMS0-000016);
  • Subjects – add a link to the subjects from Subject code list;
  • Contact - add a link to the contact from Subject code list;
  • Employee - add a link to the employee from Personal map code list;
  • Task - add a link to the task from To-Do list.

Doc. type

Select the document type from the drop-down list. If you choose link type PANTHEON documents, the following document types are available:

  • Order
  • Goods
  • Work Odred
  • Travel order
  • Posting
WARNING

If you choose any other link type, field document type is not available.

Document

 

Select document from the drop-down list.

WARNING

Document field is available only, if you choose Link type PANTHEON documents or DMS Documents.

Classification

Select classification from the drop-down list. If you click on the button, the Search by form is opened.

WARNING

Classification field is available only, if you choose Link type DMS documents.

Subject

Select subject from the drop-down list. If you click on the button, the Search by form is opened.

WARNING

Subject field is available only, if you choose Link type Subject or Contact.

Contact

Select contact from the drop-down list. If you click on the button, the Search by form is opened.

WARNING

Contact field is available only, if you choose Link type Contact.

Worker

Select eployee person from the drop-down list. If you click on the button, the Search by form is opened.

WARNING

Worker field is available only, if you choose Link type Employee.

Task

Select task person from the drop-down list. If you click on the button, the Search by form is opened.

WARNING

Taskr field is available only, if you choose Link type Task.

 

 

 


 

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