How to activate Incident tasks, the table is already created, incident_task. We have not used tasks for incidents when Incident management was implemented. I would like to add some tasks that would automatically be created depending on some field s
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05-02-2018 11:08 AM
How to activate Incident tasks, the table is already created, incident_task. We have not used tasks for incidents when Incident management was implemented. I would like to add some tasks that would automatically be created depending on some field selections of the incident form. I would also like for the Service Desk to be able to manually add incident tasks.
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05-02-2018 12:19 PM
Sounds like you want to add a workflow and based on some criteria in incident, workflow should start and auto-generate the tasks. You can add the Related List Incident Task > Incident to the Incident form.
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05-02-2018 12:41 PM
Yep, just added the Related Incident Task to the Incident form. Once I create the fields, and if field is true, then the workflow should auto create the tasks... Are there some written instructions on how to do that part.

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05-02-2018 12:58 PM
The workflow has conditions, so you can add a condition(s) as to when the workflow should run.
Then in the workflow script itself, add a Create Task workflow activity for each task you want.