Create a VTB card on a Task board automatically from a change in contract state

[Riaz3]

Hello,

Is it possible to automatically create a VTB card to a specific Task board in a specific lane when a contract state changes?

The VTB card has a reference to a contract on one of the fields.

If it is possible can someone direct me how please?

Thanks

[Stephen Sturde · Accepted solution]

Hi Riaz -

Depending on how your VTB is configured, this is definitely possible.

Most VTBs are pointed to a specific table with a filter. For example, I have a VTB of project tasks where the group is my group, and each column represents the state of the project task. 

For your scenario, if my project task has a reference field to a contract, I would put a business rule on the contract table that on condition of the contract state changing, the rule would update the state of the project task. This would automatically change the lane of the card for the project task. 

Now, if your VTB has custom lanes that are unrelated to table columns, your business rule script will need to find the related card on the board via GlideRecord in the advanced script and update the column.

This doc page has the table names of the VTB application. The 'vtb_card' table is where you find the specific cards associated to specific boards with their lane assignments.

https://docs.servicenow.com/bundle/madrid-servicenow-platform/page/use/visual-task-boards/reference/...

Let me know if you have any additional questions on this

[Riaz3]

Thank you, Stephen, this is exactly what I was looking for.

I will work from this.

Thanks

[manu61]

Hi Riaz,

Could you kindly share your solution of what you defined in the business rule or any other code to make this working? We have a similar requirement to auto populate REQ records in Kanban board.

Thanks and Regards

Manu