Edit additional fields in Task Planner

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Note You cannot remove or modify fields in Task Planner that are present by default (that is, the Title, Task Category, Open In Phase, Close By Phase, Task template, Task Condition, and Assignment Rule fields).

To edit an additional field in Task Planner, follow these steps:

Click Tailoring > Process Designer > Configuration > Predefined Additional Task Fields.

Select a task file type from the File Name drop-down list, and then click the Search icon to display the additional fields that are configured for that type of task file.

In the table of additional fields, select the row that describes the field that you want to edit, and then click Edit Field.

Make your desired changes, and then click OK.

Click OK in the toolbar to save your changes.