Custom Functions
Automatically Close the Request When All Associated Tasks Are Closed
Summary: This article explains how to automatically close a request once all its associated tasks are closed. We have this configuration with in request closure rules, but it would be applied across all templates. However, in cases where the ...
Setting the Request Due Date as the Schedule End Date for All Associated Tasks
Requirement: Request DuebyDate has to be set as the schedule end date for all the tasks associated to the request. Steps to follow: Goto Admin > Developer Space > Global function > New > Paste the content from the attachment Global function_4.txt and ...
Update Task Owner when a task is added for a request.
Requirement: When a task is created for a request, assign the the requester as the task owner, if that the requester is a technician Steps to follow: Goto Admin > Developer Space > Task Custom Functions. Create a new function. Refer to the attached ...
Add Approvals to request when all the associated tasks are completed.
Requirement: Request approvals have to be added only after all the associated tasks of a request are completed. If the approvals are added via the request workflow, then it would be automatically triggered when a request is created. To avoid this, we ...
Notify task owner when a task is deleted
Requirement: Send Email notification to task owner when a task is deleted from a request. Steps to follow: Goto Admin > Developer Space > Task Custom Functions. Create a new function. Refer to the attached script. (NotifyTaskOwner.txt.) Update the ...
Update Dependent Tasks
Requirement: Closing the parent task should update the child task's status to "In Progress," assign the same owner as the parent task, and also notify the task owner. Steps to follow: Goto Admin > Developer Space > Global function > New > Paste the ...
Update Status in Dependent Tasks
Requirement: Update dependent tasks to cancelled status when parent task is cancelled. Steps to follow: Goto Admin > Developer Space > Global function > New > Paste the content from the attachment Global function_4.txt and save it with a name. ...
Set Task Owner depending on the request field values
Requirement: Set Task Owner depending on the request field values. Usecase: When a task is triggered from a request, it should be assigned to a technician depending on the request field values. Steps to follow: Goto Admin > Task Custom Functions > ...
Set Task Owner depending on the request site
Requirement: Set Task Owner depending on the request site. Usecase: When a task is triggered from a request, it should be assigned to a technician depending on the request site. Steps to follow: Goto Admin > Task Custom Functions > Global function > ...
Update Task description with Request description.
Requirement: Copy the request description content to all the associated task description. Usecase: When a task is triggered from a request, it should contain the request description in the description of the task. This will enable task technician to ...
Show request attributes in Task Subject / Description
Requirement: To show the request field values such as Request Type, Status etc., or the additional field values in the Task subject/description. Usecase: When a task is triggered from a request, it should contain the request details (configured) in ...