question Re: Add a task field in the form case in Developer forum

Add a task field in the form case

Alessia Russo — Wed, 04 Jan 2023 14:51:28 GMT

Hi everybody! I would like to add a custom field that I've in the task form also in the case form, so what I write in the task field also appear in the case form. I've tried with form design but I didn't find a way to make appear and drag the custom field that I want. Is there a way to put also this field in the case form?

Thank you!

Re: Add a task field in the form case

Taha Habib — Wed, 04 Jan 2023 15:34:51 GMT

Hey Alessia, I hope you are doing well.

I had a similar requirement where in a custom table, I wanted to update two field with the same value every time, through a custom flow. So, I created a custom field with the same "type" and same "column name" as the other field. This helped me populate both fields together with same value every time. You can try the same.

I hope this helps you, If you find this helpful please mark this as helpful and correct. Thank you.

Re: Add a task field in the form case

Community Alums — Wed, 04 Jan 2023 16:01:57 GMT

Hi.
You added a custom field to Task table but it doesn't appear on the Case form? That sounds strange because Case table inherits Task.

Could you explain the steps in detail? Or did you try it with Form Layout?

Regards,

Re: Add a task field in the form case

Alessia Russo — Wed, 04 Jan 2023 16:09:18 GMT

Hi @Community Alums ! Yes, I've created the custom field on the Task [sn_customerservice_task] table (the one I'm working on) and I want the same field appear on the case form, so I've the same value shows on the task form and on the case form.

After I've created the field, I've added it on the task form with form layout, but in the form layout of the case form it isn't in the list.

Thanks

Re: Add a task field in the form case

Community Alums — Wed, 04 Jan 2023 16:49:36 GMT

Hi, @Alessia Russo.
You added a field not to Task [task] table but to sn_customerservice_task table, didn't you?

To do that, you must have a Reference field of sn_customerservice_task to case table (it means case and task must make one-to-one relationships).

And then, open the case form and select Configure > Form Layout.
Select the reference field from the left slush bucket and then click on Expand Selected Reference Field button in middle.

Now you can see the custom field on the sn_customerservice_task table and move it to the right slush bucket using the middle button.

Regards,

Re: Add a task field in the form case

Community Alums — Wed, 04 Jan 2023 17:03:27 GMT

Please don't forget to add Case Task field (reference field of task) together.
The value of custom field will change when you select CSTASK in the reference field.

Re: Add a task field in the form case

ricker — Wed, 04 Jan 2023 23:25:32 GMT

Alesia,

Why? Why would you want two identical fields on a many to one relationship? The field on the Parent Case would only reflect what was set on the last task update. You're better off creating your custom field on the Case table then referencing the custom field by dotwalking.

put the custom field on the Case (parent) table

sn_customerservice_case.custom_field

then on the case task you can access your custom field through the parent reference field.

sn_customerservice_task.parent.custom_field