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

Eileen · ‎08-27-2020

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!

Ivano B · ‎08-27-2020

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

View solution in original post

Ivano B · ‎08-27-2020

Hi Eileen,

The right answer in my opinion has been provided by @Arsh

On the other hand, if reporting on a different table compared to incident 'vtb_card' is not what you are looking for, the only option left is to create some logic to sync the tags available directly against the visual task board cards with the incidents.

A business rule on after against 'vtb_card' can fit your purpose.

Still possibly it's not even necessary

Cheers

R0b0