Closing PTASKS from a freeform board

[sterrell24]

I am a member of a number of freeform Visual Task Boards in our ServiceNow instance and have a number of PTASKS assigned to me from these boards. Is there a way to close the PTASK from the visual task board without having to go in and mark the PTASKS complete? Right now, every user has to go in and mark the task as closed from their TASK view and then go in and archive the card from the board. We would like to just be able to complete the task from the board and get rid of the extra step.

[robpickering]

Jeromy,

To do this you'll have to customize the board to allow State to be a lane field (this can be done by hitting 'i' (info) on the board and then changing the "Lane Field" to "State").   This will change the board for all users of that board.   However, you'll now have tasks in lanes related to state, and moving a card to a new state will update the underlying Task record.

-Rob

[Mwatkins]

Check out the ideas in this thread, it mentions 3 different approaches: Does Visual Task Board interact with task.state?

[edwajs]

Hi Jeromy,

Your stated requirements were to automatically close the Ptasks on Freeform boards from the task board.   I am making the assumption you just want to change the state of the Private Task (vtb_task) to Closed Complete when the associated card is moved into the Done lane.  

You can do this by putting a business rule on the vtb_card table, to post the state field value back to the Private Task when this lane change occurs on a Freeform board.

Business rule:   Change state on ptask Done lane change

Advanced is true

Order is 5000

When is Before Insert/Update

Filter is Lane.Name is Done AND Task.Task Type is Private Task AND Board.Lane field is empty

Script:

(function executeRule(current, previous /*null when async*/) {

            // Add your code here

            var ptaskGR = new GlideRecord('vtb_task');

            ptaskGR.get(current.task.toString());

            ptaskGR.setValue('state','3');

            ptaskGR.update();

})(current, previous);

Note that Private Tasks use the default Task states, so the value of '3' corresponds to Closed Complete.   Also, Task Active State Management will respond to the state change and set active to false.

Ed Wajs

ServiceNow Customer Support

[shivanipatel]

Jeromy,

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