Auto-create Problem Task (PTASK) for P1 & P2 Problems – Best Practice Configuration

nameisnani
Giga Sage

‎05-25-2026 03:03 AM

Hi Community,
 
We have a requirement to automatically create a Problem Task (PTASK) when a Problem record is created for P1 or P2, and I’m looking for validation / best‑practice confirmation.
 

Business Requirement

  1. When a Problem record is created
  2. If Problem Priority = P1 or P2
  3. System should automatically create a Problem Task (PTASK)
  4. Assignment Group & Assigned To on the PTASK should be inherited from the resolver group of the related P1 / P2 Incident
  5. No PTASK should be created for P3 / P4 Problems
  6. Duplicate PTASKs should be avoided

 

can any one please provide the configuration steps 

 

Ehab Pilloor

 

@Ehab Pilloor  .could you please help me here with steps 

 
 
 
   
 
 
 
 
 
 
 
 
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Tanushree Maiti
Tera Patron
In response to nameisnani

‎05-25-2026 09:49 AM

Hi @nameisnani 

 

One thing I can see- 

Use Look Up Records (plural) instead of Look Up Record

 

 

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