Create a planned task

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Planned Tasks are created on planned task child tables.

    始める前に

    Role required: admin.

    このタスクについて

    Clicking the New button on the Planned Task record list launches the Planned Task Interceptor, which prompts the user to select a child table to create the planned task on:
    Planned Task Interceptor

    To modify the planned task interceptor:

    手順

    1. Navigate to All > System Definition > Interceptors (this module may need to be activated).
    2. Select the Planned Task Interceptor.
    3. Modify the Related List as desired.
      The Related List Answers specifies what choices are presented, and where the user is redirected to once they select the choice.

      Related List form