How to configure Now Mobile App's "My Tasks"?

[TrenaFritsche]

Hello, I have been reading tons of documents and watching videos, trying to find out how to configure the filter for the "My Tasks" that show up in this app.  When I click on it, regardless of it having a number greater than 0, the following page says "No Data available", which didn't help me figure out what "Tasks" it was supposed to be showing.  I finally found a small piece of information (not under Quebec, however) that indicated the following:

"Items assigned to a user for completion, such as approvals or policy acknowledgement, will appear in the tasks for the employee. Inline action can be taken to respond to approval requests." 

The following link shows the look of the app when I open the app on my phone: 

https://docs.servicenow.com/bundle/quebec-mobile/page/administer/tablet-mobile-ui/concept/now-mobile-app.html

I found instructions on setting up the Requst Filter, but do not see anything on the My Task Filters?  Seems that the documentation is lacking.  Anyone have any thoughts on what I can do?  Also I kept seeing references to Onboarding being deprecated and wondered if this task stuff has anything to do with HR plugin? 

Thanks,

Trena 

[Logan Poynter]

Hello Trena,

I just replied above with some suggestions. Given this reply here, that could be the case as well and you would need to create an item stream for CHG approvals by copying the RITM Approval Main Item.

Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

[TrenaFritsche]

Hi Logan,

Yes, my 2nd reply must have been posting when you replied the 1st time.  I did find an RITM that I added myself as an approver for and was able to successfully see it in the page!  I tried to copy the RITM Approval Main Item and update condition to get Approval for.Task type is Change Request, (didn't work) so now I'm wondering if the Item View and/or Embedded Screen also needs changed and looking at the selections available, there doesn't appear to be anything that refers to a Change approval, and I am not aware of what each one would do.  I picked "Open Task Main Item"  for Item view and Embedded Screen to be "Details" the one that has the description of "Open Task Details".  This doesn't work either.  Any other ideas of things to try.  I understand that this is currently built for RITMs and REQs, but with the "list item config" showing counts for tasks that doesn't have a configuration, I would definitely like to get it to work for any "Tasks" that are children of the Task table.  Do you know what the configuration would be to show the Change Request approvals using OOB data?

Thanks,

Trena

[Logan Poynter · Accepted solution]

Hello Trena,

I'd have to take the time to go into my PDI and set up the mobile app to be able to show actual examples so hopefully, I am still helping.

You are correct, you would need to clone the other associated items of embedded screen and item views as well. The relationship shared across the hierarchy is one in which everything needs to appropriately flow from your list into your screen with the appropriate fields where the list data can be dropped (Item Views). 

Clone the Approve Request screen and REQ Approval Item Views, changing references to REQ to CHG for the respective fields you need to see within the Item View JSON. I don't know your experience with JSON but it's not as intimidating at the core for what needs to be changed: anything that is sysapproval.ref_sc_req_item changes to sysapproval.ref_change_request basically. 

Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

[Logan Poynter]

Hello,

Just checking if you still require some help with this. If not, would you mind marking my answer as correct/helpful so that it will be marked as solved for others who may share this question in the future? 

Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

[TrenaFritsche]

Hi Logan,

Yes, your initial answer was the correct answer for my starting question and your last answer confirmed my followup questions.  I will mark the last answer as being the correct one however, that solution however complex it is, seems to get me a lot closer to a solution.

Thanks for your help!