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How to put a task button inside the form

J
Sidekick
Forum|alt.badge.img+1

Hi,

 

How to put the task button inside the form?

 

Below is the image that the task is created on top 

 

 

 

Thank you in advance

Best answer by Arie V

​@Jheng There is no standard functionality that allows to position a Task in a Form. You could however get such a scenario working by using an HTML field where you (for instance) display an Icon that upon click triggers a deeplink to a Task. See below topic and Release notes for reference:

 

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    3 replies

    E
    Moderator
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    • Erwin Ekkel
    • Moderator
    • 761 replies
    • May 9, 2025

    I think this is what you are looking for?

    https://docs.thinkwisesoftware.com/docs/sf/tasks#configure-a-double-click-task

    J
    Sidekick
    Forum|alt.badge.img+1
    • JhengSidekick
    • Author
    • Sidekick
    • 26 replies
    • May 9, 2025

    Hi Erwin,

     

    Thank you for your reply, but what im looking for is if possible to add button or icon on the fields in the form not on the grid cell (not the double click -  because this is not really obvious from the user).

     

    like the arrow I point on the image above.

     

    Thank you

    Arie V
    Community Manager
    Forum|alt.badge.img+12
    • Arie V
    • Community Manager
    • 979 replies
    • Answer
    • May 9, 2025

    ​@Jheng There is no standard functionality that allows to position a Task in a Form. You could however get such a scenario working by using an HTML field where you (for instance) display an Icon that upon click triggers a deeplink to a Task. See below topic and Release notes for reference:

     

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