Does Visual Task Board interact with task.state?

[abusch]

In my instance it appears that dragging tasks across the lanes doesn't impact the ticket state.   I had assumed there would be an interaction between attributes default_close_state and default_work_state attributes and the "Doing" and "Done" lanes.

I admit my instance sometimes displays unusual behavior due to our customizations.

Is this a local problem?   Or, is this the intended functionality?   If the expectation is that somebody goes back to manually input project task times this module won't work for us.

Thanks!

Tony

[kellykaufmann]

I believe you need to add a business rule to do this. That is the extent of my knowledge on this!

[jkerrigan]

Anthony and Kelly

I haven't found a direct link between lane names and task states.

That is, you might want items in the DONE lane to have a task state of Complete.

I did a brute-force method using a module level script.   It isn't elegant, but worked for what I wanted

Hope it helps.

[kellykaufmann]

I know they have a video demo'ing a Visual Task Board of Incidents by owner, and there is a column with unassigned and when you drag it to a column for a person, it assigns it to them. I assume this must be similar to that.

Ryan Manning who can help Jim with this? (I'm not sure who owns Visual Task Boards at this point)

[chris_tucker]

You're looking for a Guided board rather than a Flexible board.   The distinction is a little subtle, but important in how the board interacts with the underlying platform.   You can see a description of the difference on the wiki, here: http://wiki.servicenow.com/index.php?title=Visual_Task_Boards

Essentially, the lanes on a Guided board are defined by a choice or reference field; the lanes on a Flexible board are defined ad-hoc by the user of the board.   The advantage of the Guided board is that when you move a card from one lane to another (e.g. if you organize by state, from "Pending Change" to "Closed/Resolved") then the underlying task will be updated -- the behavior you are looking for.

The advantage of the Flexible board is that you can build a completely custom view of the data without having to modify the underlying tasks: perhaps you want to arrange things by "Backlogged", "Waiting for feedback", "In progress", and "Ready to hand off" but don't want to/don't have rights to add a column to contain that information on the task table.

To create a Guided board by State, make sure when you do your right-click | Show Visual Task Board from the list view that you do so on the state column.   The "Show Visual Task Board" option is context sensitive: if you use it from a choice or reference column, you'll get a guided board with that column as the so-called lane discriminator.   If, on the other hand, you use it from a non-choice/reference column (e.g. number, short description) you'll get a flexible board where you choose what lanes to create.

Hope that helps answer your question!