Add a task field in the form case
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‎01-04-2023 06:51 AM
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!
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‎01-04-2023 09:03 AM
Please don't forget to add Case Task field (reference field of task) together.
The value of custom field will change when you select CSTASK in the reference field.
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‎01-04-2023 03:25 PM
Alesia,
Why? Why would you want two identical fields on a many to one relationship? The field on the Parent Case would only reflect what was set on the last task update. You're better off creating your custom field on the Case table then referencing the custom field by dotwalking.
put the custom field on the Case (parent) table
sn_customerservice_case.custom_field
then on the case task you can access your custom field through the parent reference field.
sn_customerservice_task.parent.custom_field