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04-27-2021 12:06 AM
We have record producers which create Case and we are displaying the Variables in case form(using variable editor). When we create a task for the case, we need to display the same variables in the case task. Is there any way to do it?
Thanks,
Siva
Solved! Go to Solution.
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Customer Service Management
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04-27-2021 01:31 AM
Found the solution in the below thread.
Steps:
1.Create a UI Macro in Global Scope.
2.Create a UI Formatter for sn_customerservice_task table in customer service scope. Use the above created macro name in Formatter field.
3. Go to Case Task and add the UI Formatter from step 2 in the section of the form you want.
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04-27-2021 12:38 AM
I don't think there's a way yet of displaying the variable editor of the parent task to the child task except for the catalog task table.
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04-27-2021 01:31 AM
Found the solution in the below thread.
Steps:
1.Create a UI Macro in Global Scope.
2.Create a UI Formatter for sn_customerservice_task table in customer service scope. Use the above created macro name in Formatter field.
3. Go to Case Task and add the UI Formatter from step 2 in the section of the form you want.
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04-27-2021 01:39 AM
This is really helpful. Thanks for linking this.
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04-27-2021 01:48 AM
No Worries 🙂