Thursday, September 29, 2011

HEAT – Add an Auto Task to a Form

You can add a command button connected to an AutoTask, so that you can run the AutoTask directly from a Call Logging form with just one click.


You can only connect AutoTasks to command buttons appearing on the Call Log, Detail, Subset, Assignment, and Journals forms. You can do this by either clicking and dragging the AutoTasks from the AutoTask View panel, or by adding a command button, then associating that button with the desired AutoTask.

To Add an AutoTask to a Form Using the AutoTask View:

  1. Open the form with which you want to work. The Form Editor opens, displaying the form. 
  2. Locate the desired AutoTask on the AutoTask View panel. Click the drop-down arrow to filter the AutoTask list by audience (View). 
  3. Click and drag the AutoTask onto the form. A command button is added to the form.
After you add the command button, you can:

  • Add an image to the button (refer to "Add Images and Pictures to Controls"). 
  • Format the appearance of the button (refer to "Dynamically Change Text Colors on Controls"). 
  • Include the button in the tab order on the form (refer to "Set Tab Order on Forms").

To Add a Command Button to a Form and Connect the AutoTask:

  1. Open the form with which you want to work. The Form Editor opens displaying your form.
  2. On the Form Editor toolbox, click the Command Button tool. Your cursor becomes the Command Button icon. 
  3. Click the form where you want to place the command button. A command button is added to your form. The command button can be resized, if needed. By default, the word COMMAND appears on the button.

To remove the word COMMAND from the control, right-click the control and select Attributes. The Attributes dialog box opens. Click the Text tab, then highlight the word COMMAND and delete it.

  • You now need to manually associate the command button with the desired AutoTask. Select the command button to which you want to connect the AutoTask.

  1. From the Administrator menu bar, select Control>Connect>Auto Task. The Select a Task dialog box opens.
  2. Select the View containing the AutoTasks you want to display, either Team or Global. 
  3. In the list of Tasks, select the AutoTask you want to run when the command button is clicked. 
  4. If the AutoTask you want to run is not available, you can add it by clicking the Add button. You must then set specifications for the AutoTask in the dialog boxes provided.
  5. Click Save. The AutoTask is connected to the command button. The AutoTask now runs automatically when you click the button on the form.

Note: Because Administrator and Call Logging share AutoTask functionality, any additions, edits, or deletions made to AutoTasks in one module appear in the other module. For this reason, you should use caution when working with AutoTasks.



After you add the command button, you can:

  • Add an image to the button (refer to "Add Images and Pictures to Controls").
  • Format the appearance of the button (refer to "Dynamically Change Text Colors on Controls").
  • Include the button in the tab order on the form (refer to "Set Tab Order on Forms").

To Disconnect an AutoTask from a Command Button:

• Select the command button, then select Control>Connect>Disconnect.