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Creating a Task Type

Community Alums
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Hey Everyone, 

 

I am a little confused about how to create a task type on the sn_customerservice_task table. I want to make a custom task type. I created a task type in Task Communication Management, but it wouldn't select my task type as a choice in flow designer when I create a task. What am I missing? How can I create a custom task type?

 

Screenshot 2023-05-15 151011.png

1 ACCEPTED SOLUTION

P_8
Tera Expert

Hi Morgan,

Task type is getting populated from a dynamic filter named as "Get Current Table Name" which considers the display name of current table.

In OOB instance the table label for "sn_customerservice_task" is "Task" for which any new record gets added will have a task type as "Task". If you want a custom task type then change the table label of "sn_customerservice_task",May be something like "Customer Service Task". The same will be reflected in the task type. PFA the sample details for the same.

 

Thanks,

Pallabini.

P_8_0-1684271950062.png

P_8_1-1684272061596.png

 

 

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1 REPLY 1

P_8
Tera Expert

Hi Morgan,

Task type is getting populated from a dynamic filter named as "Get Current Table Name" which considers the display name of current table.

In OOB instance the table label for "sn_customerservice_task" is "Task" for which any new record gets added will have a task type as "Task". If you want a custom task type then change the table label of "sn_customerservice_task",May be something like "Customer Service Task". The same will be reflected in the task type. PFA the sample details for the same.

 

Thanks,

Pallabini.

P_8_0-1684271950062.png

P_8_1-1684272061596.png