Adding Task Business Data Fields to a Page or View
You can add existing task business data fields to a task portlet view, or a notification view in the editor, as described below. You can also add business data fields by dragging and dropping, as described in
Dragging and Dropping Task Business Data
Fields to a Page or View.
To add business data fields to a page or view
1. In the Solutions view, double-click the task to open it in the editor.
3. On the Overview tab, expand the User Interfaces area if it is not already visible.
4. Click the page or view you want to add business data to; for example, the default view of the Task Details portlet.
5. Click Update in the User Interfaces area. The Task UI Update wizard appears with the current properties for the selected element displayed.
6. Click the Add task business data field(s) to selected task UI page option.
7. Click Next. The Add Task Business Data page appears.
Note:
This display is empty if:
There is no business data associated with the task.
Business data has been added but the task has not been saved.
The task uses an indexed search content provider and no business data has been marked as an indexed field.
8. Expand the table entries to locate and click the business data fields you want add.
9. If you want to open the page or view in the view editor after applying the business data changes, select the Open updated page in Editor check box.
10. Click Finish. The business data fields are added to the view as follows:
For the Task View, Task Start, and Task Details views, the business data is added to the Task Data subgroup in the user interface.
For the Task Inbox Results default view and Task Inbox view, the business data is added as a column in the results table.
11. The changes to the task are saved automatically.
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