Visual Task board - reassign ownership

[KimLem]

Is there a way to reassign a task board to a new owner (so as not to lose all existing tasks)?   We use the Freeform boards and personal tasks.

[cabradbury]

Kim, Community

I am looking to do this too - I have a dynamic report that pulls the user id and displays all tasks assigned to that user. I created a VTB of that by state, so you can kind of see your work flow, but I want to be able to allow any user to click on it and view it. I keep trying to figure out a way you can assigned a group like ITIL as the owner, then anyone can select the board and it will display their work....

The VTBs are really handy, I just wish it was easier to make group boards or change ownership more easily.

Charles

[Michael Ritchie]

You can add Task Board Members which will grant access to the board to those members:

http://wiki.servicenow.com/index.php?title=Using_Visual_Task_Boards#Adding_and_Removing_Task_Board_M...

When the newly added user clicks on "My Task Boards" these show up at the bottom.

In terms of managing ownership, you can easily change the owner of the board in the vtb_board table.   There is actually an out of the box Application Menu called "Visual Task Boards" that is inactive by default that will expose the tables used by VTB.   You can enable it by going to System Definition\Application Menus and then search for Title equals "Visual Task Boards" and active is false.   You can activate this to see the tables and easily reassign an existing board.   I also see an assignment group field which I don't know what it does, but you might be able to create a new application module to expose boards where the user is a member of the assignment group.

[Robin Hearne]

Hi Michael.   Sorry to resurrect an old post but there seems to be precious little information on this subject and you seem to be a bit of an expert!

In my instance (Geneva) there is an ACL (vtb_board.owner) which is explicitly denying access to the board owner field.   I figure that I could de-activate the ACL but I always assume that OTB ACLs are there for a reason and as I'm not trying to do anything particularly out of the ordinary then there ought to be a better way to approach this.   It seems to me that changing the owner of a board would be a legitimate administration task, for example when the owner leaves the company (as in my case).     Do you have any suggestions as to how the owner can be changed without touching this ACL?

Regards,

Robin

[Michael Ritchie]

Robin, unfortunately I wouldn't call myself an expert in VTB's but I know enough about the platform to be dangerous.   You can create a record producer that prompts for the board to reassign and then have a field for the new owner and then use the record producer script to update the owner.   This approach should work for you.   Using a catalog record producer will make it easily accessible to all users.