ESC Portal - Change To-do list fields

SC4
Tera Expert

Hi.

 

How can I modify what information is displayed here:

EDIT: it's currently showing the HR Case and Opened for and Due Date. Need to change this.

SC4_0-1677489473171.png

 

3 REPLIES 3

shivangi k
Kilo Sage

Hi @SC4 ,

 

If you are wanting to change the name that displays from "To-dos" to something else, you need to update/create the To-dos message in System UI > Messages.  The code is calling that message to determine what value to display.  If "To-dos" Key does not exist already in Messages, add it with the desired value entered for Message field.

 
Please mark helpful and accept solution if it helped you.
 
Regards,

Hi. I don't want to translate, neither I want a message. I want to change what is displayed. For example, instead of showing the Open for, I want to show the Subject person.

 

That answer looks like AI generated lol.......

 

Hi @SC4 ,

 

  • Main form
    1. Navigate to All > Employee Center > Administration > To-dos Configuration.
    2. Click New or open a record.
    3. Fill in the fields on the form.
  • Step 2

    Rows
    1. In the Title row tab, configure the title row of the to-dos configuration header. Complete the fields.
      1. The field title type uses a field from the table you selected for the title.
      2. For custom title type, provide custom text to appear as the to-dos configuration title.
    2. In the Details row tab, configure the details row of the to-dos configuration header. Complete the fields.
      1. The field detail type maps one or more fields from the associated table to appear as the to-dos configuration details.
      2. For custom detail type, provide custom text to appear as the to-dos configuration details.
      3. To use the parent fields detail type select a parent table and then map one of more fields from that table to appears as the to-dos configuration details.
  • Step 3

    Related lists

    In the To-dos Widget Mappings list, you can map the filter to one or more custom to-dos widgets.

    1. Click New or open a record.
    2. Fill in the fields on the form.
      1. Enter conditions that a to-do must meet for it to display with the widget.
      2. Select the name of the widget that the to-dos configuration is associated with.
    3. Click Submit or Update.

    In the To-dos Configuration Detail list, you can map the source table fields based on the defined conditions.

    1. Click New or open an existing record.
    2. On the form, fill or modify the fields.
      1. Select the to-dos configuration that you want to associate with the widget.
      2. Select the target table that you want to map the configuration to.
      3. Enter conditions that a to-do must meet for the configuration mapping. 
    3. Under Fields Mapping, map the fields of the selected To-dos configuration table with the To-do target table. 
    4. Click Submit or Update.

     

    Please mark helpful and accept solution if it helped you.

     

    Regards,