How to get VTB Labels applied to Incident to show on List View

[Eileen]

Hi all...

I have been reading through forums but cannot seem to find any clear info to help on the following...

If I am in the Visual Task Board working thru Incidents and I label some of them as Defects; is there a way to get this applied Label to show up when switching to List View?

I saw some info about Labels being Tags in New York, but if I apply the Label to an Incident record (via VTB) it does not show as a Tag in List View...

Is this something that can be configured to tie together?

Some teams work more in list view than VTB, but need to have the ability to label/tag in the same manner...so that when we report out on Incidents that are Defects we can do so with some confidence/standard data...

Please advise if you've overcome this challenge / have further insight...

Thank you!

[Arsh2]

Hi Eileen,

We also had a similar requirement earlier. What we did as a workaround was 

1- Go to "vtb_card.list" from the navigator. this will give you all the card items from the VTB 

2- Now add the tags column to the list layout and search with the tag which you used as label in the VTB

You can bookmark this as a favourite to be used. Additionally if you want to leverage this you can add the dotwalk fields for each task type for more visibility.

Thanks,
Arsh

[Eileen]

Thanks @Arsh  and @r0b0_d3vil  --

From the view Arsh provided I am able to add in tags easily that then appear on the cards, but this is where I am having trouble if it helps to further illustrate...

From this screen shot (our more traditional Incident Ticket View) you can see that I have added the Defect Tag...

But then if I look at the same Incident in the Visual Card View, I cannot get this Tag to appear/set as a Defect Label or Vice Versa (from Card Label to Tag in ticket), which is what I am looking to try to do [sync the values]

...I would think that the Incident Record either has both of these as distinct data points, or  fields could be joined/matched for one entry to reflect in the other?...

Thanks for any further wisdom you have have to share!

[Ivano B · Accepted solution]

Exactly as mentioned. If you want something to be available on incident and vtb_card you need something to sync the two tables.

Unfortunately the tags you add on incident are not the same on vtb_card table.

You need code to sync both.

For instance

- when you create a tag on an incident and you have a task board the tag is also created on the card available on the task board for the same incident.

viceversa

- when you create a tag on a vtb_card, the tag is also created on the incident referenced by the card on the task board.

Let me know if this is clear or you need more assistance.

Cheers

R0b0

[Eileen]

Thanks @r0b0_d3vil  got it now 🐵

re: "Unfortunately the tags you add on incident are not the same on vtb_card table.
You need code to sync both."

Helped to very much to get this confirmation that his would be required, as am not an Admin and couldn't tell for sure.

Thanks again!