Creating a task without a template
If your system does not have templates defined, use this procedure to create a task.
- Click the Remedyforce Console tab.
- From the View menu, select Tasks and click New.
- In the Client ID field, select the client.
- Enter other information about the task.
For more information, see Task fields. Click Save.
If the system administrator has activated the Notify the client when a task is created workflow, an email message is sent to the client of the task when you create the task. If you select a lead as the client of the task, no email message is sent.
When a record is created, the following action is recorded in the Task History section that tracks the date and time when a record is created and the user details:Changed Status to Opened
Created
Task fields
Common items are displayed on the form. For more information, see Common items on forms in the Salesforce page layout. Based on the layout that is assigned to your profile or the UI that you are using, some of the fields described in the following table might not be available on the New Task form that is displayed to you.
Your system administrator can apply filters to a lookup field on the Task form. Here are a few important points that help you understand the lookup filters.
- If a filter is applied to a lookup field, only the records that match the filter criteria are displayed in the pop-up window. If the configured filter is optional, you can use the Show all results option to remove the filter.
- Type ahead in the lookup type fields works only on the results that are the part of the filtered results. For example, on the Category lookup field, if a filter is applied to show only Hardware and Applications as the results, then type ahead only works for those two categories. Also, if you click the lookup icon to search for the other categories by typing in the search field, the search does not return any results unless you use the Show all results option to remove the filter.
- If your system administrator has configured a custom lookup field, the type ahead functionality does not work when you are using the field for the first time. You must click the lookup icon and select the required option for the first time.
The following table provides a list of fields that are available on the New Task form: