How to create a task request from Request

[Research]

Hi 
Can any one guide me how we caonfigure the Task as Request
we have OOB task which available in Requet 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 Request)

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

Please help me 

Thanks.

[Brad Bowman]

There are 2 'Tasks' Related Lists that refer to the Universal Request.  The one you are referring to is on the sn_customerserivce_task table, so the New button is doing what it should.  You may be more interested in showing only the other 'Tasks' Related List - which it appears you might already have displaying to the left.  If this Related List is one of the Task->Parent lists, then add the other Task->Universal Request Related List to your Universal Request form.  The New button on this Related List has an interceptor so you can pick the type of task you want to create.

[AndersBGS]

Hi @Research ,

Go to the request and right click on the form header and chose related lists:

As you see, there are two related lists available OOTB which refers to task --> Parent:

One of them refer to the sn_customerservice_task like the one you have, Where the other refer to an interceptor, where you can chose the table that you would like

So to have a solution to your question, please go as guided above, and chose the other task --> Parent instead of the one you have chosen.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

best regards

Anders

[Research]

Hi @Brad Bowman  @AndersBGS 
Thankyou for solution  Yes Interceptor option we have in Native view but its not there in workspace view (agent workspace).
Can you guide any steps how to achieve it any customizations is also ok 

we don't have interceptor options for Agent Workspace 

please help me 

Thanks