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.

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