Can you add Collaborator field in as Task?

SNhydrone
Tera Contributor

Hi! Can you add a collaborator field in as task? 

 

Use case: I want to give a team visibility on the child task of a parent case. The child task is assigned to another team and even if I add the team I want to give task visibility to, in the watchlist of the task, it does not allow that team to enter work notes in the child task.

 

Any one who has had the same use case and how was this addressed? Thanks for your help as always folks!

1 REPLY 1

Rob Sestito
Mega Sage

Hello,

 

That is correct, that Watch List will not provide the proper access needed. Watch List is more for communications needed such as Email Notifications.

 

You could create a custom field for this on the HR Task table, as the OOTB "Collaborators" field is on the HR Case table only.

 

You could essentially mimic the HR Case Collaborators field and give it a different name. Something like, Task Collaborators. If you do go this route, be sure to pay attention to the Reference Specification and the Access Control tabs. Much like the OOTB Collaborators on the HR Case form/table, those provide the proper access needed to do what is needed. So, you will need to do that to your custom "Task Collaborators" field as well. So when someone is added to that field, they get the access needed.

 

Hope this helps point you in a direction you could go.

Cheers,

-Rob

 

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