Give assignee access to the task with custom fields

The folder/project is not shared with the user. User use report form to create tasks with auto assign to the user. 

But user cannot access to the custom fields. 

Most people's expection are when assign a task to a user, the user should have full access to the task including edit value in custom fields.

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Cansu

Hello Rex Sheng, if I understand you correctly the user has problems accessing the custom fields in Request forms. This could be because either Place task/Project into field in the right-hand panel is not filled or the custom field the user wants to map to exists on that folder/project.
 
 
Please let me know if this helps 🙋🏻‍♀️

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Hi Cansu,

Sorry this is not what I mean.
 
The process is user use Request form to submit and create task. In the form there is a dropdown box to select user name when user select their name, will auto assign the task to that user. 
So after submit the form, user is able to see the task, but unable to access the custom fields. So they are not able to edit the data when they fill in the request form. 
Which means even they are the assignee for the task, but due to they have no access to the parent folder, so they are not able to see the custom fields.
 
Thanks
Rex
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Cansu

Hi Rex Sheng, thank you for the clarification. I see that you're in touch with our Support team regarding this. Please let me know if I can help with anything else 🙋🏻‍♀️

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Hello, how was this resolved? is there a way of accessing a custom field without the folder being shared?

Thanks

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Cansu

Hi João Batista, our agent provided two solutions, you can find them below: 

1. Regular User is shared on the landing folder with Read-only access.
Users can submit the request. The resulting task is accessible in the landing folder, in read-only mode. The user can see other tasks under the landing folder. Users can show and hide Custom Fields in the Task view, but they cannot edit these fields, change dates, or edit the description field. 

2. Regular User is not shared on the landing folder
Users can submit the request. For this user the resulting task ends up under the "Shared with me" section, the user does not see other tasks created from the same request form by other users. Users can edit the task's date, description, and other attributes, but the Custom Field is not visible in the Task view, only in the Table view, because the user is not shared on the landing folder. 

Please note that in the long run, it is recommended to have a landing folder shared with users so that they can access all the needed information on submitted requests. If the team wants to prevent users from seeing each other tasks, please think of other alternatives, for example, create different requests for different user groups, each landing in a respective landing folder. Your account admins can easily duplicate existing requests to tweak them for specific groups.

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