How do I edit "New" task button functionality?

Bart Jan Bultma · ‎06-13-2019

In a problem, we have a custom "Create Problem Task" button on the top. This creates a new Problem Task and fills in most fields with information from the Problem.

At the bottom of the screen is the Problem Task List. This list also has a "New" button, but its functionality is basic. It creates an empty task. I want to match the functionality of this button to the custom one at the top.

So far I have only found that you can ommit it through UI Policy, which is not what I want.

Brian Lancaster · ‎06-13-2019

You would have to do the following.

Go to System UI > UI Actions
Search for the UI action of New with the table of Global.
Once you found the appropriate New UI action change the table problem_task (do not save the record) Instead right click at the top and do an insert or insert and stay.
Once you have a copy of the new button on the problem_task table you can modify it and it will over write the global new button.

View solution in original post

Bart Jan Bultma · ‎06-13-2019

Hey Dirk,

Thanks for the explanation. I can get the custom button to show up on the bottom of the form, but not quite where I want it (in the place of the "New" button). Thanks for the screenshots, makes it a lot easier!