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Service | Customer Service, Contact Center, Fie...
Answered

Add Duration field to Task form in Post and Activities

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Posted on by 660

Hi everyone,

I would like to customize the task form in the post and activities window.  What I want to add is the duration field.  Where can I find this form so that I can modify it?

Modify-Task-Activity.jpg

Much thanks in advance!

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    You need to add your field on Task form of type Card.

    When you open task table - Forms - customize Card type form

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Don Wisch,

    Bipin Kumar's answer is correct. Just add some details:

    1.Navigate to the Task->Forms, then choose one card form to edit(or create one):

    Snipaste_5F00_2022_2D00_05_2D00_16_5F00_15_2D00_24_2D00_37.png

    2. Add Duration field to body, save and publish.

    Snipaste_5F00_2022_2D00_05_2D00_16_5F00_15_2D00_24_2D00_17.png

    3.Navigate to the timeline of your entity(For example: Account), and then configure the timeline:

    Snipaste_5F00_2022_2D00_05_2D00_16_5F00_15_2D00_29_2D00_51.png

    4. Change the form to your card form.

    Snipaste_5F00_2022_2D00_05_2D00_16_5F00_15_2D00_29_2D00_25.png

    Result:

    pastedimage1652686698102v1.png

  • Suggested answer
    Don Wisch Profile Picture
    660 on at

    Thank you Steve... this did the trick!

  • Don Wisch Profile Picture
    660 on at

    Thank you Bipin!!!

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