How do I edit "New" task button functionality?

[Bart Jan Bultma]

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.

[Michael Fry1]

That's a UI Action and you'll probably want to hide that button via List Control.

Then create a new button with similar functionality has the one on the Problem table.

[Brian Lancaster · Accepted solution]

You would have to do the following.

1. Go to System UI > UI Actions
2. Search for the UI action of New with the table of Global.
3. 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.
4. 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.

[Bart Jan Bultma]

Yeah this seems exactly where I need to be working on. I'm gonna wait for my colleague to get back to actually change out some code though.

Thanks!

[DirkRedeker]

Hi Bart

You can show the UI Action, that you already have on your details form, also on the "List".

Here select the "UI Action" Tab

Select the UI Action, that you want to show...

Select the option, where and how you want to see the button appear on your list.

Hit Update and check if the UI Action works as expected (first try in NON-Production !!)

BR

Dirk