Automatically add tasks to visual task board

[sonita]

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

[sonita]

I copied the sample flow; instead of incident table , i put my own table; it just created an empty VTB ; it doesn't put the tasks inside the VTB

[sebastian_g_snc]

Hi,

it is hard for me to tell why that happens 😉

I guess you didn't adjust the parameters you need: I can only refer you back to the tables I stated in my first reply. The relationships between the tables are simple:

vtb_board 1:n vtb_lane 1:n vtb_card

Again: try to understand how the sample flow interacts with these tables and adapt it to your requirement.

Good luck

[sonita]

I have a custom table which does not extend the task table and i'm trying to add a saved record to the visual task board. i copied the UI Actions that are on the Task table , but it does not add the record to the VTB. any ideas please? I also didn't find any business rules that adds the task to VTB

[sebastian_g_snc · Accepted solution]

Hi sonita,

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.

https://docs.servicenow.com/bundle/london-servicenow-platform/page/use/visual-task-boards/concept/c_...

Kind regards

Seb

[sonita]

You're right ; I changed the table ; and created a new one that extends from task table. my problem is solved .thanks