ESC Portal - Change To-do list fields
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02-27-2023 01:18 AM - edited 02-27-2023 01:28 AM
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.
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02-27-2023 01:30 AM
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.
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02-27-2023 01:56 AM
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.......
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02-27-2023 02:26 AM
Hi @SC4 ,
- Main form
- Navigate to All > Employee Center > Administration > To-dos Configuration.
- Click New or open a record.
- Fill in the fields on the form.
Step 2
Rows- In the Title row tab, configure the title row of the to-dos configuration header. Complete the fields.
- The field title type uses a field from the table you selected for the title.
- For custom title type, provide custom text to appear as the to-dos configuration title.
- In the Details row tab, configure the details row of the to-dos configuration header. Complete the fields.
- The field detail type maps one or more fields from the associated table to appear as the to-dos configuration details.
- For custom detail type, provide custom text to appear as the to-dos configuration details.
- 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.
- In the Title row tab, configure the title row of the to-dos configuration header. Complete the fields.
Step 3
Related listsIn the To-dos Widget Mappings list, you can map the filter to one or more custom to-dos widgets.
- Click New or open a record.
- Fill in the fields on the form.
- Enter conditions that a to-do must meet for it to display with the widget.
- Select the name of the widget that the to-dos configuration is associated with.
- Click Submit or Update.
In the To-dos Configuration Detail list, you can map the source table fields based on the defined conditions.
- Click New or open an existing record.
- On the form, fill or modify the fields.
- Select the to-dos configuration that you want to associate with the widget.
- Select the target table that you want to map the configuration to.
- Enter conditions that a to-do must meet for the configuration mapping.
- Under Fields Mapping, map the fields of the selected To-dos configuration table with the To-do target table.
- Click Submit or Update.
Please mark helpful and accept solution if it helped you.
Regards,