One task card inside a Visit's execution flow (visitId), materialized from a VisitTaskTemplateEntry when the visit's task template is set - the handler deletes and recreates the visit's tasks when visitTaskTemplateId changes. Carries the entry's taskType, sequence and hidden flag; Status transitions stamp actuals (Started sets startTime, Completed sets endTime). The actual data capture happens in child VisitTaskActivity rows. Updates are gated to the resource the parent plan is assigned to (VisitAssignmentGuard).
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Duration | Duration | Calculated (calculated) | | |
EndTime | End Time | TimeOnly | | |
Id | Id | Guid | Yes | |
IsHidden | Is Hden | Boolean | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PlannedDuration | Planned Duration | Calculated (calculated) | | |
PlannedEndTime | Planned End Time | TimeOnly | | |
PlannedStartTime | Planned Start Time | TimeOnly | | |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | |
StartTime | Start Time | TimeOnly | | |
Status | Status | PickList | | Task lifecycle (Pending, Started, Completed on mobile). Entering Started stamps startTime and Completed stamps endTime; execution updates are gated to the plan's assigned resource. Values: Planned, Started, Completed, Cancelled. |
TaskDuration | Task Duration | Calculated (calculated) | | Derived from the linked template entry's taskDuration (the planned minutes authored on the template), not an independent stored value on the task. |
TaskName | TaskName | LongMultiLineText | | |
TaskNumber | TaskNumber | Number | | |
TaskType | Task Type | PickList | | Values: Perform Visit Activities. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitId | Visit | Lookup → Visit | Yes | |
VisitTaskTemplateEntryId | Visit Task Template Entry | Lookup → VisitTaskTemplateEntry | | The template entry this task instantiates. Changing it repopulates the task's activity rows from the entry's template activities. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit |
EditInListHeader | Edit | EditInline | Edit In List Header |
New | New | New | New |
