Automatically Add Private Tasks To Visual Task Board
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08-28-2016 09:03 AM
I need to automatically add certain records in the system into the Private Task Table so they show up on predefined Visual Task Boards. An example would be adding a Private Task to a certain dashboard for all P1 Incidents.
I've tried using a business rule to add the task to the Private Task table, and this works but the task does not show on the visual dashboard. Are there other tables that I need to add the task to, or is there a coddles configuration that would help with what I am trying to do?
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08-29-2016 02:44 PM
Unless the VTB is freeform, I'd expect the new task to automatically appear. Are your predefined boards freeform (vs guided or flexible)?
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08-29-2016 06:30 PM
It is a guided board, but the task being added to it are coming from a record producer that is adding the Private Task. I think I need to write a business rule to also add a record to the vtb_card table as well.