Has anyone been able to successfully create task from the incident form? I would greatly appreciate any assistance on how to accomplish this.

[dgrayson]

We are currently using the 'create a problem', 'create a defect' etc... from the incident form but I don't see where there is an UI action for 'create a task'.

[bt6lw]

This is very easy.

It depends on what you want to achieve. The context menu - where you right click, and create a problem / etc are defined UI Actions.

You can simply define a UI Action called "create a task" which will insert a record as per current incident information into the task table. I don't think this will be useful though, as you want to seperate your tasks by class, and not push task data in at a parent level.

[mitzaka]

What I did was to create a new table, which extends the Tasks table, the main reason being is the better future perspective approach for maintenance and it gives us much more flexibility. You could name it Incident Tasks'for example.

In the incident record, I added a section called Incident Tasks. From there users can create incident tasks and the Parent ID field is automatically populated with the ID of the incident you are creating task from.

[Kirk2]

We created a section tab on the incident form called "Related Tasks"   the personalized the new tab to look at the Task->Parent from the available slushbucket.

Then we created the below   UI action on the incident form that relates to the task table.

Name = Create Task

Table = Incident

Active = True

Show Insert = True

Show Update = True

Form Button = True

Form Context menu = True

Condition = gs.hasRole("itil")

Script =

var task = new GlideRecord("task");  

task.short_description = current.short_description;

task.priority = current.priority;

task.assigned_to = gs.getUserID();// add the user as the assigned to

task.description = current.description;  

// add the task information to a related task tab at the bottom of the incident form.

task.parent = current.sys_id; //new relationship through related tasks tab

var sysID = task.insert();

//current.parent = sysID; // out of the box relationship through parent field

var mySysID = current.update();

gs.addInfoMessage("Task " + task.number + " created");  

action.setRedirectURL(task);  

action.setReturnURL(current)

Hope this helps

K

[mitzaka]

I have extended the Task table to Incident Task table and I have added a section Incident Tasks to the related lists in incidents. Looks like this:

When you create a new task though, the priority is set to a default value of 5.

I am looking for a way to lookup the priority of the parent incident and set the same priority of the incident task. Has someone done this?

I was thinking of eventually making a new UI action instead of 'New' in Incident Task related list.