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Actions169

Dossier De Certification → Créer Une Tâche Pour Un Dossier

AI-generated

Overview

This node operation allows users to create a task for a certification folder (Dossier De Certification) in the Wedof system. It is useful for managing and tracking tasks related to certification folders, such as setting deadlines, assigning responsible users, and categorizing the task type. Practical examples include creating follow-up tasks for certification reviews, scheduling meetings, or sending reminders related to certification processes.

Use Case Examples

  1. Create a task with a title, due date, and assign it to a user responsible for a certification folder identified by its external ID.
  2. Set task type as 'phone' or 'email' to categorize the nature of the task for better organization.
  3. Link the task to Qualiopi indicators to associate it with specific certification quality criteria.

Properties

Name Meaning
Numéro Du Dossier The external ID number of the certification folder for which the task is being created. This is required to identify the folder.
Titre The title of the task to be created. This is a required field to describe the task.
Date D'échéance The due date for the task, specifying when the task should be completed. Optional field.
Type The type of task, such as chat, document, email, training, meeting, remark, SMS, or phone. This categorizes the task and is required.
Associée À Qualiopi Qualiopi indicators associated with the task, representing various certification quality criteria. This is a multi-select option.
Description Description or additional details about the task.
Responsable (Email De L'utilisateur) Name or ID The email or ID of the user responsible for the task. This is a required field and can be selected from a list or specified via expression.
Lien (Url) Vers La Tâche A URL link to the task for easy access.
Source De Donnée De La Tâche (Humaine Ou Non) The origin of the task data, indicating if it is manually created or from another source. This is a hidden field with a default value of 'manual'.

Output

JSON

  • id - The unique identifier of the created task.
  • title - The title of the created task.
  • dueDate - The due date of the created task.
  • type - The type of the created task.
  • qualiopiIndicators - Qualiopi indicators associated with the created task.
  • description - Description or details of the created task.
  • userEmail - Email of the user responsible for the task.
  • link - URL link to the created task.
  • origin - Origin of the task data.

Dependencies

  • Wedof API key credential

Troubleshooting

  • Ensure the 'Numéro Du Dossier' (external ID) is correct and corresponds to an existing certification folder in the Wedof system to avoid 'not found' errors.
  • Verify that all required fields such as 'Titre', 'Type', and 'Responsable' are provided to prevent validation errors.
  • Check network connectivity and API credentials if requests fail due to authentication or connection issues.

Links

Discussion