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Jack O'Brien

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  1. Comunidad
  2. Product Feedback

See which form was used to generate a task

Hello! I would like (and think it would be beneficial to all) if on each task you were able to see what form was used to generate this task. In my organization, we have dozens if not hundreds of fo...

  1. Comunidad
  2. How To

Custom Fields in Request Forms

Is there a way to see what forms use a certain custom field? Or visa versa? Just trying to narrow down what forms in out system where a certain custom field appears to fix an issue. Thank you! 

  1. Comunidad
  2. How To

Task Title appear on Subtasks?

Hello! I would like the title off all my tasks to appear on their subtasks as well. The first image shows what they should look like, the second image shows what they currently look like after some...

  1. Comunidad
  2. How To

Remove unused Custom Fields

Hello! In this task there are 3 product lines that are shown with their own custom fields (HS, CPA, Diploma). I want each task to where any unused custom field will not show in the task. For all HS...

  1. Comunidad
  2. How To

Remove Subtasks from all future tasks

Hello! I need to remove a certain subtask, the one in the red square, from all future tasks in the folder it lives in. Not this specific subtask, but all "Warehouse Change Notice Task" subtasks fro...

  1. Comunidad
  2. How To

Automation / Notification for Subtasks

Hello! I need to add notifications through automation to subtasks that are associated with specific tasks in a workflow. In the image provided, there are 5 subtasks associated with the Submitted ta...

  1. Comunidad
  2. Product Feedback

Remove Custom Fields from List View

Hello! I have the Additional Information custom field set to description so it appears below the fields list in the list view. Is there a way where it ONLY appears in the description and not in the...