Table 5080 "To-do"

Base Application · Microsoft.CRM.Task · captioned “Task” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Task
DataClassification	CustomerContent
Permissions	tabledata “To-Do” = RI, tabledata “Marketing Setup” = R, tabledata “Team Salesperson” = R

Fields

Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.

No.	Name	Type	Explanation	Notes
1	No. Δ BC28	Code[20]	Specifies the number of the involved entry or record, according to the specified number series.
2	Team Code Δ BC28	Code[10]	Specifies the code of the team to which the task is assigned.	TableRelation Table 5083 “Team”
3	Salesperson Code Δ BC28	Code[20]	Specifies the code of the salesperson assigned to the task.	TableRelation Table 13 “Salesperson/Purchaser” (“Salesperson/Purchaser” where(Blocked = const(false)))
4	Campaign No. Δ BC28	Code[20]	Specifies the number of the campaign to which the task is linked.	TableRelation Table 5071 “Campaign”
5	Contact No. Δ BC28	Code[20]	Specifies the number of the contact linked to the task.	TableRelation Table 5050 “Contact”
6	Opportunity No. Δ BC28	Code[20]	Specifies the number of the opportunity to which the task is linked.	TableRelation Table 5092 “Opportunity”
7	Segment No.	Code[20]	—	TableRelation Table 5076 “Segment Header” (Segment Header)
8	Type Δ BC28	Enum “Task Type”	Specifies the type of the task.	enum Enum 5080 “Task Type”
9	Date Δ BC28	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.	NotBlank
10	Status Δ BC28	Enum “Task Status”	Specifies the status of the task. There are five options: Not Started, In Progress, Completed, Waiting and Postponed.	enum Enum 5081 “Task Status”
11	Priority Δ BC28	Option	Specifies the priority of the task.	OptionCaption: Low,Normal,High
12	Description Δ BC28	Text[100]	Specifies the description of the task.
13	Closed Δ BC28	Boolean	Specifies that the task is closed.
14	Date Closed Δ BC28	Date	Specifies the date the task was closed.	not editable
15	No. Series	Code[20]	—	TableRelation Table 308 “No. Series” (No. Series); not editable
16	Comment Δ BC28	Boolean	Specifies that a comment has been assigned to the task.	FlowField: exist(“Rlshp. Mgt. Comment Line” where(“Table Name” = const(“To-do”), “No.” = field(“Organizer To-do No.”), “Sub No.” = const(0))); not editable
17	Canceled Δ BC28	Boolean	Specifies that the task has been canceled.
18	Contact Name Δ BC24 Δ BC28	Text[100]	Specifies the name of the contact to which this task has been assigned.	FlowField: lookup(Contact.Name where(“No.” = field(“Contact No.”))); not editable
19	Team Name Δ BC24	Text[50]	—	FlowField: lookup(Team.Name where(Code = field(“Team Code”))); not editable
20	Salesperson Name Δ BC24	Text[50]	—	FlowField: lookup(“Salesperson/Purchaser”.Name where(Code = field(“Salesperson Code”))); not editable
21	Campaign Description Δ BC24 Δ BC28	Text[100]	Specifies the description of the campaign to which the task is linked.	FlowField: lookup(Campaign.Description where(“No.” = field(“Campaign No.”))); not editable
22	Contact Company No. Δ BC28	Code[20]	Specifies the contact number of the company for which the contact involved in the task works.	TableRelation Table 5050 “Contact” (Contact where(Type = const(Company)))
23	Contact Company Name Δ BC24 Δ BC28	Text[100]	Specifies the name of the company for which the contact involved in the task works.	FlowField: lookup(Contact.Name where(“No.” = field(“Contact Company No.”))); not editable
24	Recurring Δ BC28	Boolean	Specifies that the Task occurs periodically.
25	Recurring Date Interval Δ BC28	DateFormula	Specifies the date formula to assign automatically a recurring Task to a Salesperson or Team.
26	Calc. Due Date From Δ BC28	Option	Specifies the date to use to calculate the date on which the next Task should be completed.	OptionCaption: ,Due Date,Closing Date
27	Opportunity Description Δ BC24 Δ BC28	Text[100]	Specifies a description of the opportunity related to the task. The description is copied from the opportunity card.	FlowField: lookup(Opportunity.Description where(“No.” = field(“Opportunity No.”))); not editable
28	Start Time Δ BC28	Time	Specifies the time when the Task of the Meeting type should be started.
29	Duration Δ BC28	Duration	Specifies the duration of the Task of the Meeting type.
31	Opportunity Entry No.	Integer	—	TableRelation Table 5093 “Opportunity Entry” (Opportunity Entry)
32	Last Date Modified	Date	—
33	Last Time Modified	Time	—
34	All Day Event Δ BC28	Boolean	Specifies that the Task of the Meeting type is an all-day event, which is an activity that lasts 24 hours or longer.
35	Location Δ BC28	Text[100]	Specifies the location where the meeting will take place.
36	Organizer To-do No. Δ BC28	Code[20]	Specifies the number of the organizer’s task. The field is not editable.	TableRelation Table 5080 “To-do” (To-do)
37	Interaction Template Code Δ BC28	Code[10]	Specifies the code for the interaction template that you have selected.	TableRelation Table 5064 “Interaction Template” (Interaction Template)
38	Language Code Δ BC28	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.	TableRelation Table 8 “Language”
39	Attachment No.	Integer	—
40	Subject Δ BC28	Text[100]	Specifies the subject of the task. The subject is used for e-mail messages or Outlook meetings that you create.
41	Unit Cost (LCY) Δ BC27	Decimal	Specifies the cost, in LCY, of one unit of the item or resource on the line. via Page 5199 “Attendee Scheduling”
42	Unit Duration (Min.) Δ BC27	Decimal	Specifies the duration of the interaction. via Page 5199 “Attendee Scheduling”
43	No. of Attendees Δ BC28	Integer	Specifies the number of attendees for the meeting. click the field to view the Attendee Scheduling card.	FlowField: count(Attendee where(“To-do No.” = field(“Organizer To-do No.”))); not editable
44	Attendees Accepted No. Δ BC28	Integer	Specifies the number of attendees that have confirmed their participation in the meeting.	FlowField: count(Attendee where(“To-do No.” = field(“Organizer To-do No.”), “Invitation Response Type” = const(Accepted))); not editable
45	System To-do Type	Option	System Task Type caption	OptionCaption: Organizer,Salesperson Attendee,Contact Attendee,Team
46	Completed By Δ BC28	Code[20]	Specifies the salesperson who completed this team task.	TableRelation Table 13 “Salesperson/Purchaser” (“Salesperson/Purchaser”.Code); DataClassification EndUserIdentifiableInformation
47	Ending Date Δ BC28	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.
48	Ending Time Δ BC28	Time	Specifies the time of when the Task of the Meeting type should end.
9501	Wizard Step	Option	—	OptionCaption: ,1,2,3,4,5,6; not editable
9504	Team To-do Δ BC28	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.
9505	Send on finish Δ BC28	Boolean	Specifies if the meeting invitation task will be sent when the Create Task wizard is finished.
9506	Segment Description Δ BC28	Text[100]	Specifies a description of the segment related to the task. The description is copied from the segment card.
9507	Team Meeting Organizer Δ BC28	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.
9508	Activity Code Δ BC28	Code[10]	Specifies a code for the task activity.	TableRelation Activity.Code
9509	Wizard Contact Name Δ BC28	Text[100]	Specifies a contact name from the wizard.
9510	Wizard Campaign Description Δ BC28	Text[100]	Specifies a description of the campaign that is related to the task. The description is copied from the campaign card.
9511	Wizard Opportunity Description Δ BC28	Text[100]	Specifies a description of the Opportunity that is related to the Task. The description is copied from the Campaign card.

Keys

Key1: No. (clustered)
Key2: Contact Company No., Date, Contact No., Closed
Key3: Contact Company No., Contact No., Closed, Date
Key4: Salesperson Code, Date, Closed
Key5: Team Code, Date, Closed
Key6: Campaign No., Date
Key7: Segment No., Date
Key8: Opportunity No., Date, Closed
Key9: Organizer To-do No., System To-do Type

Events published

OnAfterCopyFieldsFromActivityStep(var TempTask: Record "To-do" temporary; ActivityStep: Record "Activity Step") (integration)
OnAfterSetFilterFromTask(var ToTask: Record "To-do"; var FromTask: Record "To-do") (integration)
OnAfterInsertTask(var Todo: Record "To-do") (integration)
OnBeforeChangeTeam(var Task: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeConfirmReassignmentOpenedNotMeetingToDo(var ToTask: Record "To-do"; var IsHandled: Boolean; xToTask: Record "To-do") + BC25 − BC25 (integration)
OnBeforeCreateAttendeeFromFinishWizard(var ToTask: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeCreateSubTask(Attendee: Record Attendee; Task: Record "To-do"; var TaskNo: Code[20]; var IsHandled: Boolean) (integration)
OnBeforeGetEndDateTime(var ToTask: Record "To-do"; CallingFieldNo: Integer; var IsHandled: Boolean) (integration)
OnBeforeInsertTaskAndRelatedData(var Task: Record "To-do"; var SkipTypeUpdate: Boolean) (integration)
OnBeforeReassignSalespersonTaskToTeam(var Task: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeReassignTeamTaskToSalesperson(var Task: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeRunCreateTaskPage(var Task: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeSetDuration(var Task: Record "To-do"; var IsHandled: Boolean; EndingDate: Date; EndingTime: Time) (integration)
OnBeforeStartWizard(var Todo: Record "To-do"; var IsHandled: Boolean) (integration)
OnCreateTaskFromTaskOnBeforeStartWizard(var Task: Record "To-do"; var FromTask: Record "To-do") (integration)
OnCreateTaskFromSalesHeaderOnBeforeStartWizard(var Task: Record "To-do"; SalesHeader: Record "Sales Header") (integration)
OnCreateTaskFromSalesHeaderoOnBeforeStartWizard(var Task: Record "To-do"; SalesHeader: Record "Sales Header") (integration)
OnCreateTaskFromInteractLogEntryOnBeforeStartWizard(var Task: Record "To-do"; InteractionLogEntry: Record "Interaction Log Entry") (integration)
OnCreateInteractionOnBeforeCreatePhoneCall(var SegLine: Record "Segment Line"; var Task: Record "To-do") (integration)
OnBeforeUpdateAttendeeTasks(var Task: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeValidateTeamCode(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeValidateSalespersonCode(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeValidateContactNo(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeValidateType(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeDeleteAttendeeTask(var Task: Record "To-do"; var IsHandled: Boolean) (integration)
OnLogTaskInteractionOnBeforeTempSegLineInsert(var SegmentLine: Record "Segment Line"; Task: Record "To-do") (integration)
OnStartWizardOnAfterSetDate(var Task: Record "To-do") (integration)
OnStartWizardOnBeforeInsert(var Task: Record "To-do") (integration)
OnAfterInsertTaskAndRelatedData(var Task2: Record "To-do"; TaskNo: Code[20]) (integration)
OnBeforeValidateCompletedBy(var Task: Record "To-do"; xTask: Record "To-do"; var IsHandled: Boolean) (integration)
OnStartWizard2OnBeforeInsert(var Task: Record "To-do") (integration)
OnBeforeCreateOrganizerTask(Task: Record "To-do"; var TempAttendee: Record Attendee temporary; TaskNo: Code[20]; var IsHandled: Boolean) (integration)
OnFinishWizardOnBeforeContactNoValidation(var ToDo: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeCreateSubTaskForAttendees(var ToDo: Record "To-do"; var IsHandled: Boolean) (integration)
OnBeforeCreateInteraction(var Todo: Record "To-do"; var IsHandled: Boolean) (integration)
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) (integration)
OnBeforeCreateAttachment(var Todo: Record "To-do"; var PageNotEditable: Boolean) (integration)
OnBeforeOpenAttachment(var Todo: Record "To-do"; var PageNotEditable: Boolean) (integration)
OnBeforeImportAttachment(var Todo: Record "To-do") (integration)
OnBeforeExportAttachment(var Todo: Record "To-do") (integration)
OnBeforeRemoveAttachment(var Todo: Record "To-do") (integration)
OnStartWizardOnAfterInsert(var Todo: Record "To-do") (integration)
OnBeforeInsertActivityTask(var Task: Record "To-Do"; ActivityCode: Code[10]; var Attendee: Record Attendee; var IsHandled: Boolean) + BC24 (integration)
OnBeforeValidateClosed(var Todo: Record "To-do"; xTodo: Record "To-do"; var SkipConfirmDialog: Boolean; var IsHandled: Boolean) + BC26 (integration)
OnAfterAssignDefaultAttendeeInfo(var Todo: Record "To-do"; var AttendeeLineNo: Integer; var TempAttendee: Record Attendee temporary) + BC26 (integration)
OnProcessAttendeeAppointmentOnAfterFindAttendeeTask(var Attendee: Record Attendee; var Todo: Record "To-do"; var Todo2: Record "To-do"; var SalesPersonList: Text; CreateExchangeAppointment: Boolean) + BC28 (integration)
OnBeforeCheckStatus(var Todo: Record "To-do") + BC28 (integration)

Procedures

CreateTaskFromTask(var Task: Record "To-do")
CreateTaskFromSalesHeader(SalesHeader: Record "Sales Header")
CreateTaskFromInteractLogEntry(InteractionLogEntry: Record "Interaction Log Entry")
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)
CreateSubTask(var Attendee: Record Attendee; Task: Record "To-do"): Code[20]
DeleteAttendeeTask(Attendee: Record Attendee)
FindAttendeeTask(var Task: Record "To-do"; Attendee: Record Attendee): Boolean
AssignActivityFromTask(var Task: Record "To-do")
InsertActivityTask(Task2: Record "To-do"; ActivityCode: Code[10]; var Attendee: Record Attendee)
CancelOpenTasks(OpportunityNo: Code[20])
SetDuration(EndingDate: Date; EndingTime: Time)
GetEndDateTime()
SendMAPIInvitations(Task: Record "To-do"; FromWizard: Boolean)
CreateAttachment(PageNotEditable: Boolean)
OpenAttachment(PageNotEditable: Boolean)
ImportAttachment()
ExportAttachment()
RemoveAttachment(Prompt: Boolean)
CreateAttendeesFromTeam(var Attendee: Record Attendee; TeamMeetingOrganizer: Code[20])
ChangeTeam()
ReassignTeamTaskToSalesperson()
ReassignSalespersonTaskToTeam()
GetMeetingOrganizerTask(var Task: Record "To-do")
ArrangeOrganizerAttendee()
StartWizard()
CheckStatus()
FinishWizard(SendExchangeAppointment: Boolean)
AssignDefaultAttendeeInfo()
ValidateInteractionTemplCode()
AssistEditAttachment()
ValidateLanguageCode()
LookupLanguageCode()
LoadTempAttachment()
ClearDefaultAttendeeInfo()
GetAttendee(var Attendee: Record Attendee)
SetAttendee(var Attendee: Record Attendee)
SetComments(var RMCommentLine: Record "Rlshp. Mgt. Comment Line")
CheckAssignActivityStatus()
FinishAssignActivity()
SetRunFromForm()
IsCalledFromForm(): Boolean Δ BC26
UpdateAppointment(var Appointment: DotNet IAppointment; TimeZoneInfo: DotNet TimeZoneInfo)
SetupExchangeService(var ExchangeWebServicesServer: Codeunit "Exchange Web Services Server")
AddAppointmentAttendee(var Appointment: DotNet IAppointment; var Attendee: Record Attendee; Email: Text)

Plus 31 local procedures.

Triggers

OnDelete, OnInsert, OnModify

Relations

drill-down page Page 5096 “Task List”
lookup page Page 5096 “Task List”
Salesperson Name: CalcFormula Table 13 “Salesperson/Purchaser”
Completed By: TableRelation Table 13 “Salesperson/Purchaser”
Salesperson Code: TableRelation Table 13 “Salesperson/Purchaser”
No. Series: TableRelation Table 308 “No. Series”
Contact Company Name: CalcFormula Table 5050 “Contact”
Contact Name: CalcFormula Table 5050 “Contact”
Contact Company No.: TableRelation Table 5050 “Contact”
Contact No.: TableRelation Table 5050 “Contact”
Comment: CalcFormula Table 5061 “Rlshp. Mgt. Comment Line”
Interaction Template Code: TableRelation Table 5064 “Interaction Template”
Campaign Description: CalcFormula Table 5071 “Campaign”
Campaign No.: TableRelation Table 5071 “Campaign”
Segment No.: TableRelation Table 5076 “Segment Header”
Organizer To-do No.: TableRelation Table 5080 “To-do”
Team Name: CalcFormula Table 5083 “Team”
Team Code: TableRelation Table 5083 “Team”
Opportunity Description: CalcFormula Table 5092 “Opportunity”
Opportunity No.: TableRelation Table 5092 “Opportunity”
Opportunity Entry No.: TableRelation Table 5093 “Opportunity Entry”
Attendees Accepted No.: CalcFormula Table 5199 “Attendee”
No. of Attendees: CalcFormula Table 5199 “Attendee”
Language Code: TableRelation Table 8 “Language”

Referenced by

14 fields in 11 objects relate to this table (TableRelation or CalcFormula).

Table 13 “Salesperson/Purchaser”: Next Task Date, Task Entry Exists
Table 5050 “Contact”: Next Task Date, Task Entry Exists
Table 5083 “Team”: Next Task Date, Task Entry Exists
Table 5061 “Rlshp. Mgt. Comment Line”: No.
Table 5065 “Interaction Log Entry”: To-do No.
Table 5071 “Campaign”: Task Entry Exists
Table 5077 “Segment Line”: To-do No.
Table 5080 “To-do”: Organizer To-do No.
Table 5102 “RM Matrix Management”: No. of Tasks
Table 5196 “To-do Interaction Language”: To-do No.
Table 5199 “Attendee”: To-do No.

Pages and codeunits on this table

Page 5096 “Task List” (source table)
Page 5097 “Create Task” (source table)
Page 5098 “Task Card” (source table)
Page 5146 “Assign Activity” (source table)
Page 5199 “Attendee Scheduling” (source table)

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 5321 “Exchange Web Services Server” (6 calls: Initialize → GetEndpoint, Initialize → InitializeWithCertificate, Initialize → InitializeWithOAuthToken, …)
Codeunit 6300 “Azure AD Mgt.” (3 calls: Initialize → GetAccessTokenAsSecretText, Initialize → GetO365Resource, Initialize → GetO365ResourceName)
Codeunit 5052 “AttachmentManagement” (2 calls: CreateTaskInteractLanguages → InsertAttachment, UpdateInteractionTemplate → InsertAttachment)
Codeunit 397 “Mail” (1 call: ProcessAttendeeAppointment → NewMessage)
Codeunit 5051 “SegManagement” (1 call: LogTaskInteraction → LogInteraction)
Page 456 “No. Series” (1 call: OnInsert → (object))
Page 5097 “Create Task” (1 call: RunCreateTaskPage → (object))
Page 5146 “Assign Activity” (1 call: StartWizard2 → (object))

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "table", object_name: "To-do"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Across versions

Neighbourhood 35 connected objects and pages