Visual Task Boards

[Josh Tams]

I create a Visual Task Dashboard (VTB) and i used the "Freeform Board" so that i could create my "Lane" with my own names. after creating the VTB i then created a Task.list and i added the criteria for the information i wanted to add to the VTB, which worked out well. now to the issue i am having. 

1. Is there a way to have information move from the Task.list to the VTB automatically? 

2. If there is a way can it be set to only populate the new information coming in and not readd the old information since it will already be on there?

[Isaac Vicentini · Accepted solution]

It's possible, but it requires a lot of customization to develop both functionalities. See:

1. Automatically Move Information from Task to VTB:

   You can use a Business Rule to automatically move information from the Task to the Visual Task Board (VTB). Let's outline the steps for a Business Rule approach:

   • Create a Business Rule on the Task table.
   • Set the condition of the Business Rule to trigger when a new record is inserted or when specific conditions are met (based on your requirements).
   • In the script of the Business Rule, create a new record in the Freeform Board table with the desired information from the Task.
   • Ensure that you populate the appropriate fields in the Freeform Board record to match your Lane configurations.
     
     

2. Populate Only New Information:
   

   I don't see a viable solution to perform this customization within best practices. To develop this functionality, for example, it would be necessary to create a field to track if the records have already been viewed, and we know that creating a field in an out-of-the-box table is a bad practice.

   As an alternative suggestion, I propose creating a dashboard containing different reports for monitoring, with reports divided by category, created only today, created yesterday, and so on.
   

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If my answer helped you in any way, please mark it as correct/helpful 🙂

Regards,

Isaac Vicentini.

[Josh Tams]

Isaac, 

Thank you for that information.