We have a custom table that we define the tasks and assign them to people. We need to be able to add these tasks to the Visual task board automatically. meaning when a task is created in that table , it should be added to the visual task board too. Any thoughts pls
believe me, if I could solve that problem for you by writing a couple lines, I would.
But this topic has a number of moving parts. There are freeform and data-driven boards. It looks like you want a data-driven board on a table that is not extended from task. That doesn't work by definition - they work only on task tables: please carefully review the following resources. You will have to adapt you approach.
there is an awesome functionality in the Flow Designer (starting with Kinston) - and even a perfect example flow in the baseline that does exactly what you want: have a look at the "VTB Sample Flow".
If you don't have the flow designer yet: simply use a business rule to add the VTB card to the respective table:
I have the flow designer; actually what I'm trying to achieve is that whenever a task is assigned for example to person A , it should be added to person A's task board. if a task is assigned to person B , the task should be added to person B's task board. is this approach possible?
