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

velvet
Mega Guru

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.

3 REPLIES 3

Michael Fry1
Kilo Patron

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.

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.

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.