Add a task field in the form case

[Alessia Russo]

Hi everybody! I would like to add a custom field that I've in the task form also in the case form, so what I write in the task field also appear in the case form. I've tried with form design but I didn't find a way to make appear and drag the custom field that I want. Is there a way to put also this field in the case form?

Thank you!

[Taha Habib]

Hey Alessia, I hope you are doing well.

I had a similar requirement where in a custom table, I wanted to update two field with the same value every time, through a custom flow. So, I created a custom field with the same "type" and same "column name" as the other field. This helped me populate both fields together with same value every time. You can try the same.

I hope this helps you, If you find this helpful please mark this as helpful and correct. Thank you.

[Community Alums]

Hi.
You added a custom field to Task table but it doesn't appear on the Case form? That sounds strange because Case table inherits Task.

Could you explain the steps in detail? Or did you try it with Form Layout?

Regards,

[Alessia Russo]

Hi @Community Alums ! Yes, I've created the custom field on the Task [sn_customerservice_task] table (the one I'm working on) and  I want the same field appear on the case form, so I've the same value shows on the task form and on the case form.

After I've created the field, I've added it on the task form with form layout, but in the form layout of the case form it isn't in the list.

Thanks

[Community Alums]

Hi, @Alessia Russo.
You added a field not to Task [task] table but to sn_customerservice_task table, didn't you?

To do that, you must have a Reference field of sn_customerservice_task to case table (it means case and task must make one-to-one relationships).


And then, open the case form and select Configure > Form Layout.
Select the reference field from the left slush bucket and then click on Expand Selected Reference Field button in middle.


Now you can see the custom field on the sn_customerservice_task table and move it to the right slush bucket using the middle button.

Regards,