Cloning tasks with checklist items

[John Reynolds]

Hi,

I am looking for a way to clone a task ticket (PTSK) created from a visual task board free form board to the incident table.   The only issue I am running into is not knowing how to transfer Visual Task Board card item checklists with the transfer.   I am running the current script below as a fixed script.

var vtb = new GlideRecord('vtb_card');
vtb.addQuery('board', '3e0522964ff5e200d6499ffd0210c700');
vtb.addQuery('lane', 'bfaa25fa4fdb6200d6499ffd0210c704');
vtb.query();
while(vtb.next()){
var inc = new GlideRecord('incident');
inc.caller_id = vtb.task.opened_by;
inc.assigned_to = vtb.task.owner;
inc.state = vtb.task.state;
inc.short_description = vtb.task.short_description;
inc.description = vtb.task.description;
inc.category = 'applications';
inc.subcategory = 'agile';
inc.assignment_group = 'b63e45db0f3a9600f2ababf8b1050e57';
inc.contact_type = 'self-service';
var note = vtb.task.comments.getDisplayValue();
var work = vtb.task.work_notes.getDisplayValue();
inc.work_notes += note;
inc.comments += work;
var sysId = inc.insert();
}

The end goal is to take about 200 Private Tasks from a VTB board and convert them to incidents - including the checklist items and their statuses (checked / unchecked).

Thanks!

[Matthew Glenn · Accepted solution]

Try throwing this in after line 24:

//grab checklist
   var chkLst = new GlideRecord('checklist');
   chkLst.addQuery('document',vtb.task.sys_id);
   chkLst.query();
   while(chkLst.next()){
       chkLst.table = 'incident'
       chkLst.document = inc.sys_id;
       chkLst.update()
   }

Disclaimer: This moves the Checklist and it's related items to the new incident. It does not copy.

Copying would be easily accomplishable using similar methods

[John Reynolds]

Hi Matthew,

That seems to have done a good portion of what I'm trying to accomplish.   It takes the checklist items from the PTSK and transfers it to the incident, however when promoting an incident to a new VTB the task items do not follow.   Am I going about this wrong?

Would it make sense to run the initial clone, promote the new incidents to a task board, and then run your provided script to transfer the PTSK checklist items to the new vtb_card items? (If that makes sense).

[Matthew Glenn]

What exactly do you mean when you say 'promoting an incident to a new VTB'? Are you simply viewing the incidents in a flexible or guided board?

[John Reynolds]

Sorry you can disregard my last message.   The first attempt didn't work as the PTSKs I was working with didn't have checklist items..

Thanks!