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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create or modify to-dos

Create or modify a to-dos in the Employee Center.

Before you begin

Role required: sn_hr_sp.esc_admin

You can use a condition builder to specify the conditions that a task must meet for it to appear on the user to-dos page. You can also define the appearance of the to-dos configuration header. You can associate both task and non-task tables in to-do configuration.

Procedure

Navigate to All > Employee Center > Administration > To-dos Configuration.
Click New or open a record.
Fill in the fields on the form.

Field	Description
Name	Name of the to-dos configuration filter.
Table	Name of the table that the to-dos configuration is associated with.Note: You can associate one filter per table. The table must be an extension of the Task [task] table.
Tab	The tab where you want the to-dos to appear.
Conditions	Conditions that a task must meet to appear on the to-dos page in the Employee Center.The conditions available to use are dependent on the table you select. Note: When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.
Active	Check box to activate the to-dos configuration for use.
Applies to	Indicates the service portal the to-dos configuration applies to.

Select Save.

The Title row and Detail row tabs appear.
In the Title row tab, configure the title row of the to-dos configuration header.

Field	Description
Title type	Indicates what the title type applies to. The choices are:- Fields: Uses a field from the table you selected for the title. - Custom: Provide custom text to appear as the to-dos configuration title.
Title field	Appears when you select Fields from the Title type list. Map a field from the table you selected to appear as the to-dos configuration title.
Custom title	Appears when you select Custom from the Title type list.Enter text you want to appear for the title.

In the Detail row tab, configure the details row of the to-dos configuration header.

Field	Description
Detail type	Indicates the type of detail you want to appear in the to-dos.- Custom: Indicates custom text appears as the to-dos configuration details. - Parent fields: Select a parent table, and then map one or more fields from that table to appear as the to-dos configuration details. The fields will be separated by a hyphen. Note: To display a link to the parent ticket page, make sure that the Link to parent check box is selected. Fields: Map one or more fields from the associated table to appear as the to-dos configuration details. The fields will be separated by a hyphen. Note: To display a link to the corresponding ticket page, make sure that the Link to task check box is selected.
Custom detail	Enter custom text you want to appear in the to-dos list. Only appears when you select Custom from the Detail type list.
Parent table	The table you want to use to select fields from in the detail row of your to-dos.Only appears when you select Parent fields from the Detail type list.
Parent fields	The fields you want to appear in the detail row of your to-dos. The fields you choose are based on the table you selected.Only appears when you select Parent fields from the Detail type list.
Link to parent	Indicates you want a link that opens the parent task to appear on the ticket page.Only appears when you select Parent fields from the Detail type list.
Detail fields	Indicates the fields you want to appear as the to-dos configuration details. If you select multiple fields, they are separated by a hyphen.Only appears when you select Fields from the Detail type list.
Link to task	Indicates you want a link to appear that prompts the user to select to open a task on the ticket page.Note: Link to task works only when the table extends the task table. Only appears when you select Fields from the Detail type list.

In the To-dos Widget Mappings list, you can map the filter to one or more custom to-dos widgets.

Note: If no widget mapping is provided, a default to-dos widget is used.
1. Click New or open a record.
2. Fill in the fields on the form.

Field	Description
To-dos Configuration	This field is automatically set to the to-dos configuration that the widget mapping is associated with.
Table	This field is automatically set to the table that the to-dos configuration is associated with.
Conditions	Conditions that a to-do must meet for it to display with the widget.Note: When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.
Active	Check box to activate the widget mapping for use.
Widget	Name of the widget that the to-dos configuration is associated with.Note: To learn more about widgets and how to configure them, see Service Portal widgets

3.  Click **Submit** or **Update**.

In the To-dos Configuration Detail list, you can map the source table fields based on the defined conditions.
1. Click New or open an existing record.
2. On the form, fill or modify the fields.

Field	Description
To-dos Configuration	Select the to-dos configuration that you want to associate with the widget.
Table	This field is automatically set to the table that the to-dos configuration is associated with.
To-do Target	Select the target table that you want to map the configuration to.
Conditions	Enter the Conditions that a to-do must meet for the configuration mapping.Note: When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.
Active	Check box to activate the widget mapping for use.
Order	Enter the order number in which you want the To-do to appear in the widget.

3.  Under **Field Mappings**, map the fields of the selected **To-dos configuration** table with the **To-do target** table.

Image omitted: to-do-config-field-mapping.png
field mapping details

4.  Click **Submit** or **Update**.

Click Submit or Update.

Related topics

Enable task configuration for approvals