Create a planned task

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Planned Tasks are created on planned task child tables.

    About this task

    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:

    Procedure

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