Start a conference call from a task

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Use Notify to start conference calls from a task record.

    시작하기 전에

    Role required: notify_view, or itil

    Notify must be set up before you can use Notify on task. Ensure there are Notify phone numbers (E.164 or short code) in number groups with phone call workflow.

    Use glide.enable.notify_on_task property to enable Notify integration for Task table and its extensions. Entering phone number in glide.notify.task.phone_number property is equivalent to setting glide.enable.notify_on_task to true.

    프로시저

    1. Navigate to any task record, such as an incident or change request.
    2. Click the Start conference call related link.
    3. Select one or more Recipients to participate in the conference call.
    4. Click Start.
      Any conference call records created from a task are associated with that task. You can view associated conference calls from the task record in the Conference calls related list. You may need to configure the form to add the related list.