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'.

[Kirk2]

Edit your UI action and add

task.priority = current.priority;

this copies the incident priority over to the task.

Of course this assumes that you have the same priority levels on the task.

[mitzaka]

Kirk Smith thanks for the answer. I tried that, however it did not work.

I think I have found the root cause of my issue, or why when I click 'New' in the Incident Tasks, I cannot copy the priority.

Just to mention before that, I tried with a client script (I have the same for problems and problem tasks and it works) which is OnLoad, set the the Incident Task table and has the following as code:

function onLoad() {
    var refIncident = g_form.getReference('incident');

    if (g_form.isNewRecord() && refIncident.priority > 0) {
          g_form.setValue('priority', refIncident.priority);
    }
}

The issue which I suspect is that have a UI policy on Incident, called 'Priority is managed by Data Lookup - set as read-only'only, and this prevents my script from being able to lookup the priority of the parent incident. And I cannot find a way to work around that.

Moreover, this is weird... I tried a workaround - to create a UI policy , which sets Priority to mandatory for Incident Task. But it does not work!?

Here is my setup below, I can't find anything wrong with this...