How to relate Project Phase with Project Task

Nihar1 · ‎08-25-2020

How to link the Project Phases with the task and make dependent so that new phase will get start when the previous state task got closed completely.

Any suggetion will be help full , I am new to Service now and currently in learning phase.

Miguel Donayre · ‎09-04-2020

I don't understand what you are asking?

The example project I used doesn't switch to closed complete with the task is closed and complete.

Here is the step you can do to set the State for a project. Find the "Update Record" action and add it. Drag the Trigger - Record created --> "Project record" pill (the enter pill) in the record filed.

Once it's added, it will pull all the fields you can edit into the action. Pick the State and change the State you want. It will update after the last task is complete if you have the wait check off. You also set the Phase this way as well, switch the state field to phase.

After closing out the last task in the flow, it changed the State.

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Nihar1 · ‎09-02-2020

Thanks for the Response.

Will check this and getback to you if I have some more questions

Nihar1 · ‎09-03-2020

Hello Miguel,

I am now facing another issue .

The flow process has the triggering point as project created or updated.

the Fist action is create task next is check if the first task status is Closed Completed or not . if the status is close completed then create another task .

But when I am updating the Fist task it goes and create another task with same short description .

Is it like I have to create two separate flow one for Create and other for update and what is the condition i can check for the update case so it will check if the active task is there then do not create the new task.

Appriciate your help.

Miguel Donayre · ‎09-04-2020

I would need to see your flow.

Also, you don't need to create an action to check if a task is complete. there is a "wait" checkbox on the create task action. That lets any proceeding task that comes after to wait till that task is finished to start that task. You also add conditions on what to wait on.

https://docs.servicenow.com/bundle/orlando-servicenow-platform/page/administer/flow-designer/reference/create-task-flow-designer.html

Nihar1 · ‎09-04-2020

Hello Miguel,

Thanks for the Update.

My Flow is as bellow .

What I need here .

First task should always get created when a new project got created then when the first task is Completed the 2nd task get created it means when the project got updated it should check the status of the first task and decide if the 2nd task is ready for creation or not .

As I put Wait.Now for the new project the first task is not getting created

Miguel Donayre · ‎09-04-2020

Hello

I got it working in my instance -

CLosed out the 1st task - the flow created the next task