Modifying the Task Management Application

After creating the Task Management Application here, let's assume a request has been made to modify it so that each task can be related to a parent task. We need to display related tasks in a specific tab with an activated tree view, sorted by the creator and task status. To implement this, follow these steps:

Adding Self-Reference to Tasks

1. Navigate to the Tasks Entity:
   • Go to the Tasks entity you created here.
2. Edit the Entity:
   • Click on the three dots or the menu in the upper corner and choose Edit Entity.
3. Go to the Structure Tab:
   • Navigate to the Structure tab.
4. Add a Reference Field:
   • From the sidebar fields list, select Reference Field.
   • Drag and drop the field to the desired location, such as after the description field. A pop-up window will appear to specify the source of the field, select the Tasks entity itself from the drop-down list.
5. Name the Field:
   • Enter the field name in both languages: Parent Task.
6. Set the Field as Mandatory:
   • Enable the Mandatory option.
   • Note the impact this will have on old entries, as they will become obsolete, which we will address later.
7. Save the Changes:
   • Click the save button. A green message will appear confirming the successful save.

Viewing Tasks in a Tree View

1. Edit the View:
   • Go to the Interfaces tab and select the view you created here and click to edit it.
2. Add the New Field:
   • Ensure the new field is added in the Fields section of the display information tab.
3. Configure the Task List View:
   • Go to the Task List View tab and ensure the new field is included in the list of displayed fields (if the table view option is enabled). Enable the Tree View checkbox, where you will set the following fields:
     • Reference Field = Parent Task
     • Main Title = Title
     • Subtitle = Description
     • Image/File = Icon
4. Set Tree View as Default:
   • Enable the tree view as the default display so that tasks are displayed in a tree format by default.
5. Save the Changes:
   • Click Finish in the upper corner. A green message will confirm the save.

Reactivating Obsolete Entries

Adding a mandatory field to the entity will affect old entries, making them obsolete. Follow these steps to reactivate the data:

1. Navigate to Tasks Entity:
   • Go to the Tasks entity from Applications, then Entities, and open the Entries tab.
2. Display Obsolete Entries:
   • Ensure that the status list allows the display of obsolete entries.
3. Update Obsolete Entries:
   • Select the obsolete entry (marked with a red triangle), open its details.
   • A message will appear indicating that the entry is obsolete and needs to be updated.
   • Click on "Update Task" in the upper corner to open the entry in edit mode with a reminder message at the top.
   • Modify the entry to assign the appropriate parent task to the Parent Task field.
   • Click on "Update", confirm any changes, and a green message will confirm the successful update.
4. Repeat for Other Entries:
   • Follow the same steps for the remaining obsolete entries.

Adding a Subtask Relationship

To display subtasks in a dedicated tab, follow these steps:

1. Navigate to Relationships:
   • From the Applications sidebar, select Entities, then choose the Tasks entity.
2. Add an Incoming Relationship:
   • Select the Relationships tab, then go to the Incoming sub-tab.
   • Click on the + button to add a relationship.
   • Fill in the relationship details:
     • Name: Subtasks
     • Icon: Choose an appropriate icon.
     • Description: Example: "This relationship links main tasks to their related subtasks."
     • Related Entity: Choose Tasks from the drop-down list.
     • Related Field: Select Parent Task.
3. Save the Relationship:
   • Click on Finish, a green message will confirm the successful addition.
4. Edit the View:
   • Go back to the view you created here and click to edit it.
   • Scroll down to the Relationship Display tab and enable it, displaying all incoming and outgoing relationships.
   • Select the Subtasks relationship and choose this view's name from the dropdown list.
5. Save the Changes:
   • Click Finish in the upper corner. A green message will confirm the save.
6. Test the Setup:
   • Go to the Entries tab in the Tasks entity, open an entry, and the Subtasks tab should appear next to the task details.

Creating a Query

To meet the requested modifications, follow these steps to create and save a query, then use it directly or within the view.

1. Create and Save a Query:
   • From the Administration menu, go to Applications, then Entities, and select the Tasks entity.
   • Open the Queries tab and click on the + next to All Queries to add a new query.
   • In the pop-up window, set the following conditions:
     • Choose All conditions are met.
     • Select Field > Entry Fields > Status equals New.
     • Add another condition: Field > Entry Descriptions > Created By equals @me.
   • Save the query with a name, such as My New Tasks.
2. Apply the Query:
   • In the Queries tab, find the saved query and click on Apply Query to execute the conditions and display all new tasks created by you.
   • You can also use this query in interfaces by setting the view's Source Display to Queries and selecting this query.

Adding a Counter

Counters serve as quick shortcuts to view task information from the top bar. To add counters, follow these steps:

1. Edit the View:
   • Go to the Interfaces tab and select the view you created here and click to edit it.
2. Add the New Field:
   • Ensure the new field is added in the Fields section of the display information tab.
3. Enable Small Cards:
   • In the Task List View tab, enable the Small Cards checkbox. Configure the following fields:
     • Main Title = Title
     • Subtitle = Description
     • Icon: Leave it blank.
     • Date = Completion Date.
4. Save the Changes:
   • Click Finish in the upper corner. A green message will confirm the save.
5. Add a Counter:
   • From the Administration sidebar, go to Interfaces > Counters.
   • Click Add Counter, and fill in the following details:
     • Name: My Tasks
   • Configure the conditions to display the count of tasks created by you.
6. Save the Counter:
   • Click Finish to save the counter.

Following these steps, you should see a counter displaying the number of tasks created by you in the top bar.