Playbook Checklist activity & Task relationship

Community Alums
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‎02-21-2024 06:59 AM

Does anyone know how a Playbook checklist activity is linked to a specific task?  My requirement is that I need to prevent a case from auto-closing if there are playbook items that are still open.

 

We have a Playbook that triggers when a case is set to a specific state.  The playbook runs a checklist activity which I see opens a PTSK record.  I don't see how the case & PTSK record are linked.  I was hoping that I could run a query to return all active task records where the parent = <Case #>.

 

Thoughts?

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Sumanth16
Kilo Patron

‎02-21-2024 07:04 AM

HI @Community Alums ,

 

Please refer to below threads:

 

https://nowlearning.servicenow.com/lxp/en/now-platform/introduction-to-playbooks-and-process-automation-designer?course_id=cb35a98d477a95145cbdaf44846d43f6&id=learning_course_prev

https://www.servicenowelite.com/blog/2019/1/30/auto-generate-checklists

 

If I could help you with your Query then, please hit the Thumb Icon and mark it as Correct !!

 

Thanks & Regards,
Sumanth Meda

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