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

Configure the roles to view employee forms

Configure the roles to enable your agents to view the employee responses in the completed Universal Task employee forms.

Before you begin

Role required: sn_uni_task.admin

Procedure

  1. Navigate to All > Universal Tasks > Administration > Employee Input Task Configuration.

  2. Click New

  3. On the form, fill in the fields.

    For more information on form fields and descriptions, see Employee Input Task Configuration form.

  4. In the Parent table field, select the parent table.

    Note: You can only select the tables that have been configured for Universal Task.

  5. In the Response view roles field, select the roles for your agents.

  6. In the Condition script field, add a condition script, if any.

  7. Click Submit.

Parent Topic:Configuring your service for Universal Task

Previous topic:Configure the catalog items for your service

Next topic:Configure the extension points for Universal Task