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            Add or Remove Task Fields Individually in Agentforce Operations

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            Add or Remove Task Fields Individually in Agentforce Operations

            Add individual fields to a task to collect information from assignees in Agentforce Operations.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

            To purchase an Agentforce Operations license, contact your Salesforce account executive.
            Role or Access Needed
            To manage fields in Agentforce Operations: Admin role or Creator role

            You can add fields directly to a task to collect specific information from task assignees. When you add fields individually, they appear as simple input fields on the task without extra formatting. This works well for tasks that need only a few pieces of information. For tasks that require many fields or structured layouts, use a form instead.

            Add a Field to a Task

            1. In the navigation sidebar, click Blueprints.
            2. Locate the blueprint and click Edit.
            3. Click the task where you want to add the field.
            4. In the Request information section, click + Add field or role.
            5. Select the field that you want to add from the list.

              If you don't see the field that you need, click + Add field at the end of the list to create a new one. Learn more in Create Custom Fields in Agentforce Operations.

            6. Optionally, select to make the field required.

            Agentforce Operations adds the field to the task. Task assignees see the field when they complete the task.

            Remove a Field from a Task

            1. In the navigation sidebar, click Blueprints.
            2. Locate the blueprint and click Edit.
            3. Click the task that contains the field you want to remove.
            4. In the Request information section, click the trash can icon next to the field.
             
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            Salesforce Help | Article