Convert Incident to Task - Postgres

theWorX

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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Submission Date Jan 3, 2020 3:41 pm
Submitter Rego
Content Type Other
Database Architecture Postgres
Work Type
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Supported Versions v15.7+
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 "" with new XOG url.

NOTE: Don't forget to add these fields to the object.
Company Rego Consulting