Visual Task Board Card Updated Automatically when card moves to Approved stage

Yasin Shaik11
Tera Contributor

Hi All,

 

Need help on below requirement. 

 

We have created VTB on custom table which is inherited from the task table. with status flow that is New ⇒In progress ⇒On hold ⇒Approved ⇒ Closed". Here our requirement is when logged in user is member of the approver group and has the approver role then, when the approver moves the card from any of the stage to "Approved" stage then i want to update the field of "Approved by" by with approved person and approved check box should be checked.  And if approver moves back from ""Approved" stage to any stage other than "Approved" stage then it should be empty.

How can we do these settings?   Please help me on this.

4 REPLIES 4

Mark Roethof
Tera Patron
Tera Patron

Hi there,

 

When moving the VTB Card from lane, on the vtb_card the "lane" field will get updated. Based on that change, you could create a Flow or a after/async Business Rule to update the fields that you are after.

 

Kind regards,

 

Mark Roethof

Independent ServiceNow Consultant

10x ServiceNow MVP

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~444 Articles, Blogs, Videos, Podcasts, Share projects - Experiences from the field

LinkedIn

Thanks for your reply,

Could you please help me on scripting. 

If you would do this with Flow Designer, probably zero scripting involved. Give it a try!

 

Kind regards,

 

Mark Roethof

Independent ServiceNow Consultant

10x ServiceNow MVP

---

 

~444 Articles, Blogs, Videos, Podcasts, Share projects - Experiences from the field

LinkedIn

Okay Understand, what conditions are required to trigger a flow?