Create task in case table using client script/ business rule.

[Abhijit Das7]

Hi Everyone,

I have created template for case table. Whenever I use this template and create case , then automatically task should be created in case table (CSTASK0010003). Can anyone help me to guide write client script/ business rule to generate task.

Any reference regarding this .

Thanks in advance 

cc : @Ankur Bawiskar 

[Abhijit Das7]

Hi @Sai Kumar B @Ankur Bawiskar @SanjivMeher 

Even after making changes as suggested, still task is not creating.

[Sai Kumar B]

@Abhijit Das7 

I don't think we have any OOB filed that stores the applied template name so, I would suggest you create a Case task whenever any template field changes on the parent case record. 

1.) Create a before/update BR
2.) Give Condition as Field(The field should be template field) changes
3.) In script, create Case task record 

[SanjivMeher]

You need to fix line 7 in your script. it should be

gr.parent = current.sys_id;

Also check if removing the BR condition makes it work.

[Saurav11]

Hello,

As others have suggested parent is a reference field so please use the below in your code:-

gr.parent = current.sys_id;

Also don't just copy assigned_to copy both assignment group and assigned_to as below:-

gr.assignment_group = current.assignment_group;
gr.assigned_to = current.assigned_to;

Please mark my answer as correct based on Impact. 

[Baala T]

Hi Abhijit,

Try with below steps,

- Create a reference field called "Template Used" in Case Table, referring Template [sys_template] table

- Add this "Template Used" field in your case form, make it hidden

- Create a Template by adding the "Template Used" field with the value of "Template Name"

- Now when you apply the template system automatically populates the "Template Used" field value of the "Template Name"

- Create an Insert business rule with the trigger condition as "Template Used" value is "Name of the template" to create a Task record.

Please do keep me posted if there is any challenge.

Regards,

Bala T