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How to modify Category list on Task screen?


I have a customer who wants to change the Categories list on the Task screen. It doesn’t appear that I can do this on either the new Workflow or in Automation Steps.

Where would I do this?

 

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Best answer by Naveen B 3 June 2021, 16:03

Sorry, I was understood differently.

 

Please add list to this screen (Events and Task Categories - EP204040), you will get these values in that “Category” field in Task screen

 

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Userlevel 6
Badge +4

@donnadeskins55 

NOT from the Automation Steps, I think It was done at the Fields in the customization package like below. please find the screenshots for reference.

 

Before hide the Category field from Customization Package

 

Hiding the field from Fields in Customization package

 

Field hidden in Tasks screen

 

 

Hope this helps!!

Hi Naveen,

Thank you for the reply!

I’m actually trying to change what’s in the dropdown list for the Category field. This is what’s currently there:

The customer would like a different list.

Userlevel 6
Badge +4

Sorry, I was understood differently.

 

Please add list to this screen (Events and Task Categories - EP204040), you will get these values in that “Category” field in Task screen

 

Thank you so much!

I was making it way more complicated than it needed to be, lol.

Userlevel 6
Badge +4

haha :) I hope you got the required solution.

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