FILESOFT ACADEMY / COURSE 3 / LESSON 6
Reopen a task.
Finish the workflow.
Print this checklist or save it as PDF. Blank areas are writing space, not online form fields.
Back to the lesson ↗Build and compare
- Keep the latest Lesson 5 layout corrections and native data.
- Add the hidden Mark Open UI/controller pair.
- Keep row/key guards, change only FollowUps::Status, commit with validation and refresh the named portal.
- Place Mark done and Mark open inside the first portal row with readable labels and correct anchors.
Test your complete workflow
- Work in a disposable copy. On Contact Task Views, choose a contact, select All and click Apply view. Record the contact and task counts before changing anything.
- Use New follow-up to enter Confirm revised delivery date, a valid due date and Status Open. Commit the entry. You should have exactly one additional task and no additional contact.
- Click Mark done on that task. Under Open it disappears; All and Apply view reveals it again. This is filtering, not deletion.
- Click Mark open on the same task. Its Status becomes Open. Its text, due date, ContactID and PrimaryKey must stay the same; other tasks and Contacts::ContactStatus must not change. Click Mark open again: it stays Open without creating a duplicate.
- Select Open and Apply view. Confirm the reopened task appears. Use Tasks, then Open tasks to run a fresh find. Find the reopened task and use its Open contact button. Confirm the correct person opens, especially when both contacts are named Alex.
- On Tasks, deliberately choose Open tasks or All tasks for the report you intend to produce. Note the task count, then open Report. Check the intended rows, count, sort and page width in Preview. Save as PDF for records being browsed, and inspect the PDF. Exit Preview and use Back to Tasks.
- In All, click Mark open on a genuinely empty portal entry row. Expect a message and no new task. If three rows are already filled, use a contact with fewer tasks or scroll to the blank row; do not delete a task just to make space.
- In a separate disposable copy, leave an invalid entry in a validated field and try the action. A validation/save error must not be presented as success. Correct the entry and commit, or discard this test copy. A failed commit can leave edits pending; it is not an automatic undo.
- Recheck New follow-up, Mark done, All/Open portal views, Open tasks/All tasks, related-contact navigation and report return. Resize the window and check both row buttons, full field values and the Overdue cue. An Open task due before today can show Overdue; a Done task must not.
- Save and close the file, reopen it and verify the same task remains Open. Confirm counts, IDs and unrelated records are unchanged except for your one deliberately added task. Keep this completed working file and a closed-file backup.
Explain what you learned
Why select All before reopening a Done task?
How do a portal filter and a task found set differ?
What proves the reopened status was saved?