Can anyone from HEAT answer this one?
2 of 2 people found this helpful
I create a new Quick Action for the Task.Assignment Object:
The fields that I used in englisch:
Status = Status: the value is a prompt that asked the user for the desired Status;
Details = Details: the value of the copied task;
Zusammenfassung = Subject: the value of the copied task;
Zuweisungs-ID = AssignmentID = counts up the counter "ApprovalNumberCounter"; It's important! -> without it won't work
Erstellt von = CreatedBy: the current user who is copy the task;
Erstellt am = CreatedDateTime: when its copied;
Bearbeitungsdatum, Bearbeitungsstart and Bearbeitungsende you can ignore, that's my own fields;
ParentLink_RecID = ParentLink_RecID: the link to the parent object (Incident, Service Request...) you copied from; also important! -> without it won't work
After that I integrated it in the Layout from the Incident:
Business Objects -> Incident -> Layouts -> IncidentLayout.ServiceDesk (or which one you use) -> formView -> at Child Panels -> Task -> Edit under Toolbar:
Choose your created Quick Action and put it (drag n drop) to the place in the Toolbar you want:
With the litte pencil next to the Quick Action, you can set some settings like the Image for the Button and a Tooltip.
And that's it, I hope its understandable
Hanna, you're a genius!
I think the key things I missed before was the correct expressions for setting the assignment ID and ParentLink_RecID. It's interesting that you don't have to specify the Relationship Name.
Anyway, this works perfectly - my Project Manager will be very happy!
I am very pleased to hear that.
Thanks heaps for this!
What I wanted to do was simply a button within task that makes a new task but it kept getting lost on refresh. What I missed was the ParentLink
Thanks for posting your answer.