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

Configure problem task modals shown during state transitions

Add the optional and mandatory fields necessary to move a problem task record through its life cycle using the Form Builder.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > * > *Problem > Create New.

  2. On the form context menu, select Configure, and then select Form Builder.

  3. From the Problem list, select Problem Task.

  4. From the Default view list, select any of the following.

    OptionDescription
    SOW Problem Task Assess ModalModal options shown during a problem task state transition to Assess.
    SOW Problem Task Cancel ModalModal options shown during a problem task state transition to Cancel.
    SOW Problem Task Complete ModalModal options shown during a problem task state transition to Complete, if the task was created as a General type.
    SOW Problem Task Complete RCA ModalModal options shown during a problem task state transition to Complete, if the task was created as a Root Cause Analysis type.
  5. If the form is in a different application scope, select Edit in original scope before you start editing.