CTASK Questions

[mdidrikson]

Hello,

I'm a bit new to Service Now forms development so this may be a bit of a rookie question.

We have a process where once a user creates a new Change Record and Saves it or submits it for approval, they can then create Change Task records that can be assigned to a 3rd party provider and sent via a web service call.

The issue we are having is when a user "Saves" a change instead of "Requesting Approval" they can still create a Change Task that will be sent to our 3rd party fulfill-er.

We would like to do one of the following:

1. Prevent our users from creating CTASKs until that Change Record has been submitted for approval.
2. Prevent our Business Rule that sends the CTASKs to our 3rd party from running for Changes that have not been submitted for approval.

Thanks for your assistance.

Mark Didrikson

[Mark Stanger]

1. Prevent our users from creating CTASKs until that Change Record has been submitted for approval.
You can right-click that related list and personalize the list control. Here's a wiki article describing the process...
http://wiki.service-now.com/index.php?title=Personalizing_Lists#Advanced_Control

2. Prevent our Business Rule that sends the CTASKs to our 3rd party from running for Changes that have not been submitted for approval.
You just need to add a condition to the business rule to look at the attached change request approval field. If the approval field is 'not requested' then the rule will not run. Something like this should work...
current.change_request.approval != 'not requested'

[mdidrikson]

mark.stanger

Where do I place the script I write to control the visibility of the New button?

Thanks!

Mark Didrikson

[Mark Stanger]

There's a 'New Condition' field that you may need to add to the form.

[mdidrikson]

Are there instructions so where on how I can add a condition to he form?

Thanks.