How to create a task Incident from incident

Research
Tera Guru

Hi 
Can any one guide me how we caonfigure the Task as incident 
we have OOB task which available in Inicident Related list
There is a option to click NEW button

its routing to new Case task once we click on it.(Instead of casetask it should create incident)

 

In incident table I want to log Task ticket (which is incident).

 

Research_0-1700122416087.png

From incident task is creating as casetask it should be Task incident.


Kindly guide me with steps.


Thanks.

 

1 ACCEPTED SOLUTION

pooja_m
Mega Guru

Hi,

 

In Related list, move the "Incident Task - Incident" and "Incident Task - Parent" to selected. It will create a tasks for incidents as shown below:

pooja_m_1-1700127305774.png

 

pooja_m_2-1700127391267.png

 

Hope you got the solution.

 

 

View solution in original post

5 REPLIES 5

pooja_m
Mega Guru

Hi,

 

In Related list, move the "Incident Task - Incident" and "Incident Task - Parent" to selected. It will create a tasks for incidents as shown below:

pooja_m_1-1700127305774.png

 

pooja_m_2-1700127391267.png

 

Hope you got the solution.

 

 

Hi @pooja_m  Thankyou for solution can you guide me same for request table as well like in request Task request shoukd be created.

ersureshbe
Giga Sage
Giga Sage

Hi, If you are expecting OOB scenario then related list is the option to bring the task and allow to create a new task from the appropriate table.

Regards,
Suresh.

Hi @ersureshbe  Yes OOB is ok can you guide same for request table please 
Thanks.