Skip to main content
Solved

How to modify Category list on Task screen?


Forum|alt.badge.img+1

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?

 

Best answer by Naveen Boga

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

 

View original
Did this topic help you find an answer to your question?

8 replies

Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • June 3, 2021

@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!!


Forum|alt.badge.img+1

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.


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • Answer
  • June 3, 2021

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

 


Forum|alt.badge.img+1

Thank you so much!

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


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • June 3, 2021

haha :) I hope you got the required solution.


AWelty24
Jr Varsity II
Forum|alt.badge.img
  • Jr Varsity II
  • 17 replies
  • February 2, 2022

Just used this- thank you @Naveen B 


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • February 2, 2022

 @AWelty24  Most Welcome :) 


Forum|alt.badge.img
  • Freshman I
  • 13 replies
  • September 26, 2023

Hi @Naveen Boga

do you know by any chance what could be the reason for the system not showing the selected colors in the Tasks screen (EP404000)? 

I managed the colors and categories in the Event and Task Categories EP204040 screen.

Greetings from Germany


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings