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07-11-2025 05:54 AM
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
Solved! Go to Solution.
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07-11-2025 06:13 AM
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
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
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07-11-2025 06:13 AM
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
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
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07-11-2025 06:23 AM
Thank you so much!
I knew it was something simple!!!