Creating tab views in Catalog Tasks

[Carl Murray]

In Incident, you are able to create tabs at the bottom of the form within Form Design. Has anyone found a way to replicate this when creating a Catalog Task within the workflow?

[Community Alums]

Carl,

The 'tabs' you speak of are just form sections. So, yes, you can create sections on the 'sc_task' form and put fields in there. We did something like this for our form:

I have the worknotes/comments and activity formatter in the 'Notes' section, and the variable formatter in the 'request information' section.

Hope this makes sense!

Cheers,

Tim

[Gundeep Singh]

Carl,

can you just clarify what do you mean by within the workflow??

[Carl Murray]

Tim, are you able to create more tasks beyond that? We have our Catalog Tasks already doing 2 tabs, like yours. However, we want to be able to create a tab for the Request Info, then a tab for each team that only has the items they are required to do for their portion of the catalog task. This would allow us to have all the parts that can be reviewed by any team, while still keeping only the immediate pieces they need to work on in their tab.

[Community Alums]

Thanks or clarifying; hopefully I am understanding what you're trying to do.

Theoretically, yes, you could do that. In that case, you wouldn't necessarily be creating additional tasks, you'd just be populating the sc_task record with the field data from the workflow variables and putting those fields on separate sections. It could be tricky, however, to get the task variables (i.e from the variables formatter)   split up among those sections. You might need to create custom fields and put the catalog task variables in those fields during the catalog task creation activity of the workflow.

Cheers,

Tim