Using Workflow Studio to create incident tasks

Garygman
Tera Contributor

Hello,
I'm a total beginner so please excuse my lack of knowledge.
We are running Xanadu.

I'm creating a workflow - that when an Incident is created with a certain subject line - 2 Incident task get created automatically.

The problem I'm having is the task get created but are not showing up under the Incidents Task tab of the original Incident (pic 1).
If I manually open the two task & add the original Incident number to them - they then show up in the Incident Tab (pic 2).

It appears I'm missing a ( hopefully simple) step in my workflow (pic 3).
Any and all help will be greatly appreciated.

Thanks in advance.
Gary

1 ACCEPTED SOLUTION

Chaitanya ILCR
Mega Patron

Hi @Garygman ,

 

open the flow and make sure the create task actions value are like this

table is incident_task

and incident is incident record (looks like trigger is on incident table you can use the pill and select incident record) and also set the other fields if required

 

do this with both create task actions

ChaitanyaILCR_0-1752239508052.png

 

if you still  have issues share the screenshot of the create task action by expanding it 

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

View solution in original post

2 REPLIES 2

Chaitanya ILCR
Mega Patron

Hi @Garygman ,

 

open the flow and make sure the create task actions value are like this

table is incident_task

and incident is incident record (looks like trigger is on incident table you can use the pill and select incident record) and also set the other fields if required

 

do this with both create task actions

ChaitanyaILCR_0-1752239508052.png

 

if you still  have issues share the screenshot of the create task action by expanding it 

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

Thank you so much!
I knew it was something simple!!!