Convert Incident to Task – Postgres

The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project.

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Download Details

RegoXchange Content ID: EX0030

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Project Management

Company: Rego Consulting

Version Support

Versions Supported: 15.x, 16.x

Special Instructions

Special Instructions:

This process requires the XOG account login/password be input into the custom script parameters, that the Task ID field is auto-numbered, and that the following two fields are created on the incident object:

Field Name                         Field ID                 Field Type

Convert to Task                 rego_convert             Boolean

Project                                 rego_project              Lookup – based on project DB ID (Project Browse)

 

Updated Execute Script hard coded “<core:set var=”XOGURL” value=”http://10.0.2.23:8080“/>” with new XOG url.

NOTE: Don’t forget to add these fields to the object.