Create List that show my Cases and Case Tasks in one view.

d_swanzy
Tera Contributor

‎03-13-2023 07:37 AM - edited ‎03-13-2023 07:38 AM

Hi, 

Is there a way to create a list to show both my assigned cases and case tasks in one list. I am creating a custom list but can't figure out how to import both sets of data into one list to view. I have to jump in-between two lists. 

Is this possible?

 

Thank you! 

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3 REPLIES 3

MichaelZischeck
Kilo Sage

‎08-20-2023 11:16 PM - edited ‎08-20-2023 11:24 PM

just now I have received a similar request from an employee

 

as a matter of fact, cause Case is an extension of Task, this should be a no brainer

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ersureshbe
Giga Sage
Giga Sage

‎08-21-2023 02:59 AM

Hi,

Use reports and Dashboard in one option.

If you are looking under form use configure -->related list and bring the tab in case form

ersureshbe_0-1692611888227.png

3. Create a new module to showcase Case task . It's config not code development

Regards,
Suresh.
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Jason Moore
Tera Contributor

‎08-21-2023 04:22 AM

 I don't think anyone answered the question asked by the original post.    How to create a list with both Case and Case tasks in one list.   anyone?

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