Catalog Tasks needs to show related Requested Item

[daniellethomson]

Hello!

We are working on creating a New hire process. I have created the workflow, works beautifully! The workflow creates catalog tasks to our Service Desk and HR. The problem is that on the catalog task there is no reference to the requested item (our new hire form) so that the assignee of the task knows what they are completing. Any ideas on how to add the requested item to the catalog task to be viewable from the same screen?

Hoping this makes sense!

Thank you,

Danielle

[manikorada]

Danielle,

You can right click on the header of the Catalog Task and click on Personalize -> Form layout, there you can select the field Request Item and add it to the right side of the slushbucket. Now you can see that field on the form.

[Patrick Schult2]

Danielle,

Check out this article: Displaying Information from Other Records - ServiceNow Wiki - it should be exactly what you want to do. Catalog Task should already have a reference to the Request Item, so just find the Request Item field in the slushbucket, then dot-walk into the Requested Item fields. In this manner, you could add the Request Item > Item field to the form to show what item the task is for (e.g. this is a "New Hire Onboarding" item).

Here is an example Catalog Task that has the Number, Request Item.item, and Request Item fields. You have access to all the fields on the Request Item, so you aren't limited to just these 2.

[davidsizu]

Agree with Mani and Patrick, you may also want to add the variables of you ITEM in the generated Tasks from the Workflow. So all relevant information of the Hire get display in the Task.

Regards,

David Silva

[Deepak Ingale1]

Hi Danielle,

You can follow what Mani and Patric has suggested,   adding to what they had referred to,

I had same requirement from our customer.

We had made variables available on the Catalog task form. But that was not sufficient enough because they had to open up every task to see what it contains. Information was not available on List view since variables can not be added in it.

I had written BR to fetch information from all the variables from Task to one Custom created field called 'Request Information' on catalog task table

I had this requirement for only 1 Service Request so my BR is as follow.

Table : Catalog task

condition : current.request_item.cat_item.getDisplayValue() == 'Display value of my catalog item'

var contactType = current.variables.v_contact_type.getDisplayValue();

var comments = current.variables.v_comments.getDisplayValue();

var shortDescription = current.variables.v_short_description.getDisplayValue();

var category = current.variables.v_category.getDisplayValue();

var requestInfoSet = shortDescription + '\n' + '\n' + 'Contact Type: ' + contactType   + '\n' + '\n'+ 'Category: ' + category + '\n' + '\n' +   'Comments: ' + comments +'\n' ;

current.u_request_information = requestInfoSet ;

You can have a look at it and modify according to your requirement as well.

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