Configure task scope and action widget

  • Release version: Zurich
  • Updated July 27, 2026
  • 2 minutes to read

    • Configure a custom AIX action widget to override the default action group on task list and task detail pages for specific task types in the selected scope. Use this when you need task-specific actions that differ from the standard action group.

    Before you begin

    Role required: sn_hr_sp.esc_admin or admin

    About this task

    Configure a custom AIX action widget when the out-of-the-box action group doesn't meet your needs for a task type.

    • The AIX action widget field accepts a custom widget built for your organization and replaces the action group on both list and detail views.
    • The AI insights tab appears only when Applies to is set to All or Employee Slate. AI insights apply only to Employee Slate. A banner on the tab indicates that this configuration has no effect in Employee Center.
    • After an upgrade, existing task configuration records automatically set Applies to to All and clear the Use custom script check box. Your existing AI insights skill configurations continue to work without modification.

    Procedure

    1. Go to All > Employee Center > Administration > To-dos Configurations, select a to-dos configuration, and open the Task Configuration related list.
    2. Open the task configuration for the required record type, such as Request.
    3. In the Applies to field, specify the experience that uses this task configuration.
      Figure 1. Task configuration scope selection
      Task Configuration record with scope selection set to Employee Slate.

      Applies to options:

      • All (default): Applies the configuration to both Employee Center and Employee Slate. When Use widget is selected on the Primary Info tab, both the Widget field (for Employee Center) and the AIX widget field (for Employee Slate) are mandatory, each with its own widget parameters.
      • Employee Center: Only the Widget field and Widget parameters appear on the Primary Info tab. The AI insights tab and the Employee Slate Card Info tab don't appear, because AI insights apply only to Employee Slate.
      • Employee Slate: Only the AIX widget field (mandatory) and AIX Widget parameters appear on the Primary Info tab. Select the out-of-the-box widget or a custom widget built for your organization.
    4. Go to the Action tab.
      Figure 2. Action group and AIX action widget
      Task Configuration Action tab with Action group set to Approvals action group and AIX action widget set to Custom action.
      • Search and select an existing an action group such as Approvals action group.
      • Select a custom action widget built for your organization

      For new task configurations targeting only Employee Slate, configure only the AIX Action Widget.

      Note:
      When you don't add a custom action to the AIX action widget, the action group falls back to Employee Center action behavior.
    5. Configure a custom AI insights skill for a task type.
    6. Save the task configuration.

    Result

    The custom widget replaces the action group on the task list view and the task detail view.

    What to do next

    Clear the AIX action widget field to fall back to the Employee Center action group.