Editing Existing Task Types

From time to time, it becomes necessary to edit the structure or contents of an existing task type specification. To do this, use the following steps as a guide:

  1. Navigate to the task types manager page (Assets Menu > Task Types > Selected Task Type).

  2. With the task type you wish to edit selected, simple click on the ‘Edit’ button at the top of the preview.

  3. From here, the steps to alter the form contents are identical to creating a new form.

  4. When you have finished the alterations, click on ‘Save Changes’. Alternatively, click ‘Cancel’ to revert to the original form.

Info

Removing a field from a task type definition will NOT have any impact on any existing data stored against that field throughout your environment. It will just suppress that information from being displayed and stop future entry of values against it.