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Define the Profile of the Task

The Profile tab includes general settings for the task.

Note: For more information about admin task profile settings, see the User Console Design Guide.

To define the profile of the task

  1. Choose the type of object for the task, which is called the primary object, and the action to perform on it.
  2. Complete the required fields and select the appropriate check boxes as needed for the task.

    Note: If you are creating a task that has similar profile settings as an existing task, click Copy Profile From Another Task. This option populates the profile settings for the task you are creating with the profile settings from any existing task that you select. You then add a name and description for the new task.

  3. (Optional) Associate a business logic task handler with the task.
  4. Once you complete this tab, proceed to the next step, Define the Task Scope.

More information:

Admin Task Profile Tab

Create Business Logic Task Handlers