Create a planned task

Planned Tasks are created on planned task child tables.

Before you begin

Role required:

About this task

Selecting 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:

To modify the planned task interceptor:

Procedure

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