How to Create Problem task and attach it to problem form.

[Atik]

Hi All,

I am working on problem management, the requirement for me is,

1.When state changes to 'Root Cause Analysis', It should create the Problem Task and attach it to Problem form in Related List.

2.But if state is 'Fix in progress' and it reverse to 'root cause analysis' for Re-analysis then it should not create the Problem Task, if there is already problem task Created.

Thanks in Advance,

Atik

[Venkatesh_N]

Hello @Atik ,

Write a BR with the conditions and script as in my below screenshots :

Initially, As the problem state must flow from Assess to RCA, the Task will get created. Next, when state comes reverse,  no need of checking for the task as it will already be existing.

I hope this helps. Mark my answer correct & Like Helpful, if Applicable.

Thanks!
Venkatesh Nekkanti

[Atik]

Hi @Venkatesh_N ,

What if we want validation like if there is a Problem task which is already created and not closed, we do not wanted to create the Problem Task.

but if it is closed then it should create the problem task  when state comes reverse as well.

Can you help me on this

Thanks in Advance

Atik

[Venkatesh_N]

Hi @Atik ,
In case of considering your validation to check existing  Problem task, modify the BR like below :

I hope this helps. Mark my answer correct & Like Helpful, if Applicable.

Thanks!
Venkatesh Nekkanti