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04-18-2017 03:04 PM
We are fairly new to using VTB. Currently in Geneva and leaping to Istanbul soon. We have our help desk using the VTB, however, they would like to see other existing fields on the Task cards. Is there a way I can customize a Guided VTB? They need Guided so that the dispatcher can move tasks between technicians and have the updates to the task occur real-time.
thank you for any guidance provided.
Jim Francione
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04-18-2017 03:23 PM
Here's how to control which fields appear on Visual Task Board cards.
This feature is only of value when the board is not in Compact Task mode and Show Card Info is set to ON.
- Open Board Configuration and be sure Compact Task is OFF.
For illustration, suppose you also want to see Created by values on your cards representing Incidents; a sample of which should look like:
- To modify the fields shown on the card, click the sys_id link to go to the Classic Form.
- Select Configure > Form Layout from the form Menu.
- From view and section select View name > VTB. Or, if a view named 'VTB' doesn't exist yet for the task type in question, create one by selecting New.. and naming it 'VTB'.
- Select Created by (or any fieled you'd like to add) from Available fields and move it over to Selected using the >. Conversely, use the < to remove any unwanted fields from cards.
- Click Save.
- Reload the task board by navigating away and coming back, or refreshing the browser.
- Created by (or your newly-added fields) should now appear on the cards.
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04-21-2017 10:53 AM
Jim,
We are glad you were able to take advantage of the ServiceNow Community to learn more and to get your questions answered. The Customer Experience Team is working hard to ensure that the Community experience is most optimal for our customers.
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Thanks!