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Can Task Templates Be Created For Service Request Activities? (Doc ID 2695416.1)

Last updated on DECEMBER 22, 2020

Applies to:

Oracle Fusion B2B Service Cloud Service - Version 11.13.20.04.0 and later
Information in this document applies to any platform.

Goal

On the Service request page > Activities subtab. There is a 'Create Task' button.  is it possible to create different task templates?
 

The following documentation is for Service activities

https://docs.oracle.com/en/cloud/saas/b2b-service/20c/fauec/service-requests.html#FAUEC2386545

It contains a link to "Related Topics  > Get Started with Activities"

This links to :  https://docs.oracle.com/en/cloud/saas/sales/20c/fastg/activities-and-calendars.html#FASTG1245101

In this document the section 'Create Tasks from a Task Template' states the following:

"You can create tasks for a business object from a task template. First select a set of tasks for a template task and then create tasks. In this topic, the opportunity business object is used as an example. However, the procedure to create task templates is the same for all objects.
Note: Tasks can be autogenerated from a task template and displayed in the Activities subtab. For example, a task template is associated with a sales stage. On updating the sales stage, the autogenerated tasks appear in the opportunity Activities tab. "

 

Solution

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