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Creating Custom Tasks

Create a Read-only Summary

In the "Form settings" section of the Forms designer, create a "Custom Read Only" template. This is the view of the form that will be used when the task is viewed by a user, using the "View" link on the case task tab, and by templates like Self Service and User Requests.

Readonly Template

You can use the default summary as a starting point:

Handlebars Template Editor Summaries

At the very least you will need to delete the sections at the top and bottom of the default summary that relate to the start and end snippets.

There's more information about Handlebars templates in the Handlebars Editors documentation.

Last modified on June 29, 2023

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