Configure the problem task form layout in Service Operations Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure the problem task form so that the information it collects is relevant to your organization's processes. You can easily modify the form to show only the fields, related lists, and other elements that you need.

    Vorbereitungen

    Role required: admin or personalize_form

    Prozedur

    1. Navigate to All > > Problem > Create New.
    2. On the form context menu, select Configure, and then select Form Builder.
    3. From the Problem list, select Problem Task.
    4. From the Default view list, select one of the following.
      • To customize the layouts of existing problem task forms, select Service Operations Workspace.
      • To customize the layouts of new problem task forms, select Service Operations Workspace New Record.
    5. If the form is in a different application scope, select Edit in original scope before you start editing.