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02-21-2024 04:26 AM
I'm exploring to use the Freeform dashboard to build kanban board. I want to generate report for the freedom board, how to do it? The report will show the list of task record added to the board.
Thanks.
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02-21-2024 06:26 AM
I found the answer from this link
https://docs.servicenow.com/bundle/washingtondc-platform-user-interface/page/use/visual-task-boards/...
In the task board itself, I can choose a List view, that will show all the task records assigned to that particular board.
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02-21-2024 05:04 AM
I assume you are talking about a freeform visual taskboard? The tasks on there are vtb_task records (private task) and you can query on that table. But since a vtb it is just a visualization of the tasks itself, I don't think you can see to what board they belong.
Question is: why do you want a list of records that are created on the Freeform board. The only reason to put them on the board, is because that's the way you want to work/visualize them.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
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02-21-2024 06:14 AM
You are right, it is about the Freeform Visual Task Board. In this task board, the new cards we create are Private Tasks (PTSK), and we also have the ability to add incident task records and other task records to the board.
The report I intend to create will list all the task types assigned to a particular Freeform task board. While I understand the rationale behind using the task board for visualization, I also seek an alternative method for reporting the status of these assigned tasks.
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02-21-2024 06:26 AM
I found the answer from this link
https://docs.servicenow.com/bundle/washingtondc-platform-user-interface/page/use/visual-task-boards/...
In the task board itself, I can choose a List view, that will show all the task records assigned to that particular board.