Business rule to auto-label visual task cards
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04-07-2022 11:57 AM
i have a visual task board, from the incident table, broken down in lanes by the state field on the incident form. on the visual task board, i want to do a business rule that when a ticket gets updated for the state field, the label gets updated to reflect the changed state field.
for example, incident 1234 is in a 'New' state. an agent works the ticket and changes the state to 'Assigned'. the business rule needs to see this state change and update the task card for the incident ticket and give it the label for assigned from new.
i've been at it for hours trying a slew of different items from different community posts about visual task boards and nothing seems to be working correctly. i would share my business rule code but i've messed it up so many times that i don't know where to start.
any thoughts or coding tips is greatly appreciated. thanks.
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04-07-2022 01:15 PM
Hi Steve,
If Mark's code and explanation doesn't help you - you can share your exact requirements here and the community can support you.
Mike
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04-11-2022 06:56 AM
i tried Mark's code and the label isn't updating on the task card. it's probably something simple i am missing or not doing.
the objective is when i open an incident ticket, change the state of the ticket to anything, Assigned, Work Progress, etc., the async business rule should run and update the labels on the task cards to the appropriate color.
since i couldn't figure out the state field, i used the priority field like in Mark's example, using Critical as the example and the async business rule doesn't run, or at least from what i can find that it doesn't run.
the filter conditions are:
board is CV Incidents by Priority SZ
Lane.Name is '1 - Critical'
the coding is the same as Mark's.
he references 'label' as the tab table but then references 'vtb_board_label'. are these interchangeable?
hope this is helpful
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04-12-2022 10:00 AM
I have a board 'CV Incidents by Priority SZ' and lanes '1 - Critical' and 2 - High' and i want to auto update the 'Tags' field to High Priority for cards that are in these lanes.
i've created a business rule, a client script and a scheduled job and none seem to update the vtb cards on this board that are Critical or High.
At this point, i'm not sure what script i need to write or what logic or fields i need to update. I've been at this project for several days and can't find a solution. I've tried multiple community post ideas but so far none seem to work for me.
any guidance is much appreciated.
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04-12-2022 10:01 AM
I have a board 'CV Incidents by Priority SZ' and lanes '1 - Critical' and 2 - High' and i want to auto update the 'Tags' field to High Priority for cards that are in these lanes.
i've created a business rule, a client script and a scheduled job and none seem to update the vtb cards on this board that are Critical or High.
At this point, i'm not sure what script i need to write or what logic or fields i need to update. I've been at this project for several days and can't find a solution. I've tried multiple community post ideas but so far none seem to work for me.
any guidance is much appreciated.