Can you auto-create a scrum task from a story template?

SusanWinKY · ‎03-09-2018

We've looked into the functionality described in this blog: https://express.servicenow.com/support/setting-child-tasks-using-templates/

It sounds exactly what we need to create scrum tasks from a story template. However, when we apply the template to the story (manually, not via a scheduled job -- haven't even tried that), the scrum task is not added.

Has anyone had any luck in getting this to work?

Version: Jakarta, patch 4

Susan Williams, Lexmark

SusanWinKY · ‎10-30-2019

Yes, we did!

Our users create stories exclusively from an enhancement, project, or defect. To those record types, we added a UI Action that invokes the template. Here's what we did...

1. Create the story template and the scrum task templates, with the relationships defined (using the Next Related Child Template and Next Related Template options). For example, we have a story template named Sn_Upgrade that has a link to the first scrum task which is named SN01. Additional scrum task templates are named similarly -- SN02, SN03, etc. -- and each are linked to the next scrum task.

2. Create a UI Action that contains a script to create the story and apply the story template. Here's an example of one of the UI Actions that runs from an Enhancement. The script creates the Story, copies some data from the Enhancement to the Story, then applies the template.

To invoke the story template, our users open an Enhancement, Project, or Defect record. From the context menu, they select one of the "Create XYZ Story" options.

I hope this is helpful!

Susan Williams, Lexmark

View solution in original post

prasiyalraj · ‎03-09-2018

Hi Susan,

I think You can create scrum task from story via workflow.

Thanks

Prasiyal

Lon Landry3 · ‎10-30-2019

Did you find a solution for this?

I am trying to create a template that populates data & adds 5 default tasks...

Thanks for your time,

Lon

SusanWinKY · ‎10-30-2019

Yes, we did!

Our users create stories exclusively from an enhancement, project, or defect. To those record types, we added a UI Action that invokes the template. Here's what we did...

1. Create the story template and the scrum task templates, with the relationships defined (using the Next Related Child Template and Next Related Template options). For example, we have a story template named Sn_Upgrade that has a link to the first scrum task which is named SN01. Additional scrum task templates are named similarly -- SN02, SN03, etc. -- and each are linked to the next scrum task.

2. Create a UI Action that contains a script to create the story and apply the story template. Here's an example of one of the UI Actions that runs from an Enhancement. The script creates the Story, copies some data from the Enhancement to the Story, then applies the template.

To invoke the story template, our users open an Enhancement, Project, or Defect record. From the context menu, they select one of the "Create XYZ Story" options.

I hope this is helpful!

Susan Williams, Lexmark

Komal22 · ‎06-15-2020

Hello Susan,

Is it possible that I can create two default scrum tasks whenever a story is being created.

The above mentioned scenario works, but we have to manually select the UI action.

Thanks!