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Field reference

ToDo

How to use ToDo in Tasks & Approvals: access, working steps, fields, related records and troubleshooting.

HomeUpdated 12 October 2026Configuration-aware guidance
Open ToDo ↗Module guide

Purpose and access

Review assignments and ToDos, open the referenced record, and complete the activity within your authority. Resolving an assignment is different from approving or submitting the underlying transaction.

This page is a report in Home → Tasks & Approvals. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Description.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open ToDo from Home → Tasks & Approvals, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
StatusstatusSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Open
  • Closed
  • Cancelled
PriorityprioritySelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • High
  • Medium
  • Low
ColorcolorColor
Optional		Complete the value according to the field label and the record’s validation rules.
Due DatedateDate
Optional		Choose the business date required for this field. Confirm its relationship to other dates on the record.
Allocated Toallocated_toLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

DescriptiondescriptionText Editor
Required		Maintain formatted content for the record; review any public-facing output before publishing.
Reference Typereference_typeLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Reference Namereference_nameDynamic Link
Optional		Select the record identified by the associated document-type field. Verify both the type and the linked record.
RoleroleLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Role

Assigned Byassigned_byLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

Assigned By Full Nameassigned_by_full_nameRead Only
Optional		System-provided value; correct its source record or calculation rather than overwriting the displayed result.
Assignment Ruleassignment_ruleLink
Optional · Read-only		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Assignment Rule

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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