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

[mdidrikson]

Thanks. How can I tell which actions (business rules, etc.) are envoked when someone presses the "Rollback" button?

[mdidrikson]

Thanks Mark. Couple of follow up questions:

1. Is it possible to hide the entire Change Task list until the "Request Approval" button has been clicked?

2. I modified the business rule to check to see if the change request has been submitted for approval and I display a message if the change request has not been submitted. How can I rollback the change task the user has created, or is there a better, more user friendly, way of informing the users they cannot enter a change task until they submit their change for approval?

Thanks!

Mark Didrikson

[Mark Stanger]

1. It's possible through the use of client scripts, but typically, removal of the 'New' button does the job.
http://wiki.service-now.com/index.php?title=GlideForm_%28g_form%29#hideRelatedList

2. You can set up your business rule as a 'before' business rule that aborts the submission of a change task and displays a message.
http://www.servicenowguru.com/scripting/stopping-record-submission-servicenow/