Create Project Task for CWM record

[pramodkumar]

Hi All,

Can we auto create a Project Task whenever a CWM record is created in board?

Also can we create custom Templated in CWM?

Thanks!

[Sunil B N]

Hi Pramod,

This will be possible with a business rule on sn_cwm_task table to create project task. Would you like to elaborate what is the use case here?

And I quite didn't understand "create custom Templated in CWM", nevertheless we have templates for Board.
You can create set of tasks using a Board template.

Thanks and Regards,
Sunil B N

[pramodkumar]

Thank you @Sunil B N 

business rule on sn_cwm_task table to create project task. - We would like to have CWM and Projects connected, so this is one reason we want Project Tasks created. Can we create a custom field on CWM Task which should on all board? whenever CWM Task is created, we can use custom field to get Project number and create task in project

Can we hide OOB Templates and create custom templates?

[Jonah Piascik]

Take a look at 'connected work' in the latest release of CWM.  Seems like a much cleaner solution.

Connect work from other ServiceNow apps to CWM Boards

[Sunil B N]

Hi Pramod,
With release > v7.x we allow to connect any work to CWM Board which would help your use case.
If you want to a field that should be on all boards (org wide), then we would recommend to create a new column in sn_cwm_task table. If its applicable to only few teams - then they can create as custom column.

Can we hide OOB Templates and create custom templates?
Yes you can create your own custom templates. You would need admin access to customize the visibility of OOB templates.

Let me know if you have any further questions. Thank you.