Guided Visual Task Boards

[akash89]

Can anyone please help with a detailed explanation on guided visual task boards?

Need to clearly understand the impact it has on the system level tasks and what all can and cannot be done that directly affects your tasks.

Any detailed doc or demo would be helpful.

Thanks,

Akash.

[Brian Dailey1]

Hi Akash,

Please see the ref here for an explanation:   Using Visual Task Boards - ServiceNow Wiki

In short, Guided tasks boards are based on the data field you selected to create it from... and moving a task card from one visual column to another actually changes the value of that field for that task. (e.g., if you created a VTB from the State column, you could close a request by dragging its VTB card onto the "Closed Complete" lane/column).

Also, the columns you see in the guided VTB are determined by the possible values defined for that field, whether it be a Reference field or a Choice field (both have predefined values/are not freeform entry).

Does that help?

-Brian

[akash89]

Thanks a lot Brian!

I was trying to close a request my dragging to the 'Closed Complete' state and two things happens -

1) If i just drag the task card to the 'Closed Complete' lane, it stays there for a second and then disappears.

      Nothing shows up on the Activity Stream as well.
          When I search by task number, i find that the task shows as 'Closed Incomplete' - which is Wrong!

2) If I first open the task and change the state in the task window to 'Closed Complete', the task card moves to the respective lane,

        stays there for a second and again disappears, just like the above scenario.
          The only difference here is that when I search by task number, the task correctly shows as "Closed Complete"

So my question here is this -

Am I doing something wrong here, cause why isn't any of the tasks staying on the 'Closed Completed' lane?

Hope i'm not troubling you too much with this!

[Brian Dailey1]

Hi Akash,

I would check to see if you have some business rule(s) or other script updating the request after you have moved it to "Closed Complete".   It's possible that you are not fulfilling some requirement (e.g., entering Completion Notes) and that these rules/scripts are changing your state once more to Closed Incomplete because of it.

I don't know how/if the business rule debugging works when using a VTB.   I just tried it and a GlideDialog popped up when I changed state on a task, and it did contain the debug info.   If that doesn't happen in your scenario, try turning on Debug Business Rules and then just manually update the state on a Request to "Closed Complete" the old-fashioned way (in the form) without entering any other changes, and see what happens in the debugged rules that get listed below.

Thanks,

-Brian

Edit:   Forgot to mention, a good way to check on BR's/scripts/etc. on an object is to right-click the form or list and choose "Configure-->All".

[akash89]

Thanks Brian, I will try out your suggestions and let you know if I have any other doubts!

Really appreciate your help on this!