Is there a way for users to clone the PTASK on same VTB

PRADEEPREDDY GU
Tera Expert

Is there a way for users to clone the PTASK on same VTB

PRADEEPREDDYGU_0-1750457716990.png

 

1 ACCEPTED SOLUTION

garimakharb
Mega Guru

Yes, users can clone a PTASK on the same Visual Task Board (VTB), but it requires customization.

Recommended Approach:

  • Add a custom UI Action on the planned_task table.

  • Mark it as "Show in VTB".

  • In the script, copy the record using GlideRecord.copy() and insert it.

This will clone the task, and it will appear on the same VTB column/list.

Let me know if you want a ready-to-use script.

View solution in original post

5 REPLIES 5

Can you please check the nonsense you have AI create for you before you post it?

1. PTASK is not 'planned task'. It's private task (vtb_task table).

2. UI actions don't have any option to select 'show in VTB'

So, yes, please provide us with a working example of this. It would be amazing to see how you do this.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Hi @garimakharb ,

 

thank u for u r help.

 

could u plz  provide a ready-to-use script for Clone a PTASK on the Same VTB with checklist items also.

Can you show us what you did? I was looking for this as well, I just don't really see how the accepted solution solves it. PTASK isn't planned task, but even if I put it on the private task table, I don't see the option to mark it as 'show in vtb'. Where did you find that? I haven't been working with ServiceNow long, so maybe I am just overlooking it.

Mark Manders
Mega Patron

There is no option to copy/clone private tasks. You could add an 'insert & stay' on the record in the classic view, so they can just perform the action there and then go back to the vtb when they want to work on them, but that's the only workaround. From the 'view list' button you can open the list of ptasks and you can use an OOB 'insert&stay' button to copy it to run on the private tasks, or add your own code, depending on the requirements.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark