Auto Create Case Task from Case field value

MStritt
Tera Guru

Hello,

I would like to auto create a case task with certain field values (and it be auto saved), when a specific field is populated on the case. The field on the case (checkbox) will be auto checked when a specific update is automatically added to the activity stream of the case.

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Add this code and check-

var lastComments = current.comments.getJournalEntry(1);
if(lastComments.indexOf('The customer called and requested a callback') > -1){
var childTask = new GlideRecord('sn_customerservice_task');
childTask.initialize();
childTask.assignment_group = "ff0370019f22120047a2d126c42e702b"; // replace the sys_id with sys_id of the group
childTask.parent = current.sys_id;
childTask.short_description = "Child Task Test";
childTask.insert();
}

 

I tried this on my PDI and it works:

 

Case:

find_real_file.png

 

Case Task:

 

find_real_file.png

View solution in original post

18 REPLIES 18

Hi! Thanks for the response.

Would this be a BR on the Case table?

Would I add the filter condition below? Also, would it be 'before' or 'after'? Also, would it be just 'Insert'?

find_real_file.png

 

Also, I want some of the fields on the Case Task to be configured with specific values. How would I configure the script for that?

find_real_file.png

Additional Information:

This is what will be added to the Case, that I wish to to kick off the auto creation of a Case Task.

find_real_file.png

Task Category: Escalation

Priority: 2 - High

Reason for Escalation: Callback

Assignment Group: SMB Team

Assigned To: Empty/blank

find_real_file.png

Thom11
Kilo Contributor

Could you not do a current.work_notes.changes() in the BR?

Yes, I suggest an after-BR on the case table.

 

Regards,
Thom

Thanks Thom.

I'm not experienced with scripting. How would I configure the script, to auto create the Case Task, and include the default choices I need (highlighted above).

 

Community Alums
Not applicable

Hi,

You can do this through an "After" "Update" BR on your Case table with Conditions "Additional Comment changes"

 

Script would be something like-

 

var lastComments = current.comments.getJournalEntry(1);
if(lastComments.indexOf('The customer called and requested a callback') > -1){
var childTask = new GlideRecord('NameOfYourChildTaskTable');
childTask.initialize();
childTask.assignment_group = "ff0370019f22120047a2d126c42e702b"; //Add the sys_id of the assignment group
childTask.assigned_to = '6816f79cc0a8016401c5a33be04be441'; //Add the sys_id of the assigned to

childTask.priority = 2;
childTask.insert();
}

 

You can similarly assign values to the 'Reason for escalation' and 'Task Category' fields