Configure problem task modals shown during state transitions

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add the optional and mandatory fields necessary to move a problem task record through its life cycle using the Form Builder.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > > Problem > Create New.
    2. On the form context menu, select Configure, and then select Form Builder.
    3. From the Problem list, select Problem Task.
    4. From the Default view list, select any of the following.
      OptionDescription
      SOW Problem Task Assess Modal Modal options shown during a problem task state transition to Assess.
      SOW Problem Task Cancel Modal Modal options shown during a problem task state transition to Cancel.
      SOW Problem Task Complete Modal Modal options shown during a problem task state transition to Complete, if the task was created as a General type.
      SOW Problem Task Complete RCA Modal Modal options shown during a problem task state transition to Complete, if the task was created as a Root Cause Analysis type.
    5. If the form is in a different application scope, select Edit in original scope before you start editing.