Adding a task to the Incident form in the Portal

Steve_Barnard

Is it possible to add a task to an Incident form so that when an Analyst opens an Incident record, there is a task that enables them to create a new Problem record with the Incident record as a related WI? The Service Manager console has this functionality and would like to replicate this so that Analysts do not have to use the Service Manager console.

Geoff_Ross

Hi Steve,
Hope you are dong well buddy.
Yes, this is possible. In fact we have an example of almost this in the Download section, check out
https://community.cireson.com/discussion/63/convert-ir-to-pr#latest
This is a convert task so it resolves the incident but you can just remove that whole section of code if you want to leave the IR in tact and just create a new PR.
Geoff

Geoff_Ross

Hi Steve,
Hope you are dong well buddy.
Yes, this is possible. In fact we have an example of almost this in the Download section, check out
https://community.cireson.com/discussion/63/convert-ir-to-pr#latest
This is a convert task so it resolves the incident but you can just remove that whole section of code if you want to leave the IR in tact and just create a new PR.
Geoff

Steve_Barnard

Thanks Geoff, I'll give that a go. Looks exactly what I need! Working with a customer who wants to re-engineer the portal! 

Geoff_Ross

No problem buddy. Let me know if you need any help with that.

[Deleted User]

Steve_Barnard said:

Thanks Geoff, I'll give that a go. Looks exactly what I need! Working with a customer who wants to re-engineer the portal! 

@Steve_Barnard - My only question is, how can perfection be improved upon?  J/k - good luck on your efforts and let us know how we can further assist!