Create and assign project tasks from Project Workspace

Add new tasks for your projects and assign them to your team directly from the new\n Project Workspace.

Role required: it_project_manager

  • \n Open a project in the planning console of Project Workspace. \n For information on how to navigate to the planning console, see Access the new Project Workspace . \n

A new row is added to the bottom of the data grid of the planning console,\n with New Task as the default name for the task.

  • \n Edit the details of the task. \n For example, task name, planned dates, assigned to, and others. \n
  • Optional: \n Press the Enter key to save the details and create a row for another\n task. \n
  • \n Click anywhere on the data grid outside the task fields to save the\n details. \n

The user who is assigned this task to, is sent an email notification and is\n also notified in the ServiceNow® instance when they log\n in.

For notifications to work, your admin must enable them by setting the\n Project task assigned to notification record as\n true in Email Notifications and Provider\n Notifications.

  • Update a project task from the project workspace .

What is a serviceNow Task

  • Assigned or Completed Record by user
A task is any record that can be assigned or completed by a user in servicenow
  • How to create a task record?
A task record is created from a table that extends the task table
  • Closed State
work is performed upon a task it and eventually moves to a closed state
  • ITIL Processes
Within ServiceNow, all ITIL processes are handled through task

results matching " "

No results matching " ".

developer portal logo

Your browser or one of your plugins is not allowing JavaScript to be run. This is a bummer since the ServiceNow Developers Site is dynamic and depends on JavaScript to function. If you want to visit this site, please disable the plugin, activate this site for JavaScript or use another browser.

ServiceNow Table API: Working With Comments and Work Notes

Published on March 11, 2020.

I'm currently working on a ServiceNow integration project, and one of the requirements is that the external system (which in this case is NetSuite ) needs to be able both add and retrieve the comments and work notes that are associated with an incident.

The screen shot below is an example of a ServiceNow incident with three comments attached to it. They're listed in the "Activities" area of the form. (Note that there is an additional audit-related entry that lists the field changes.)

servicenow task assignment history

In this blog post, I'll show how you can use the ServiceNow Table API to both retrieve and add comments and work notes to an incident.

Retrieving Work Notes: Method 1

If you make a call to the ServiceNow Table API to retrieve an incident, you'll find that the work notes are included in the response.

For example, here's a request to retrieve the incident.

The response looks like this:

The two values to look at are "comments" and "comments_and_work_notes." The values look very similar, but there is a slight and potentially important difference between them. The "comments" value includes entries that are visible to the customer, while the "comments_and_work_notes" value also includes entries that are are intended for use by the IT team only.

Retrieving Work Notes: Method 2

Another method for retrieving the work notes and comments for an incident is to make a call to the ServiceNow Table API and, instead of retrieving the incident, retrieve the work notes and comments directly. To do this, you make a GET request to the sys_journal_field table, and specify the system ID (sys_id) of the incident.

Here's an example request:

And the response will look similar to this:

There are a couple of things worth noting about the response. First, it includes both work notes and comments. Also, the entries appear to be out of order. (They're actually sorted by their sys_id values.)

To resolve those issues, we can specify an "element" and "sysparm_query" value in the request. For example:

The response will now look similar to this:

Notice that this response only includes the comments, and that they are sorted in reverse chronological order based on the date that they were created (sys_created_on).

One more note about this approach: If you use ServiceNow's REST API Explorer, the table that we're accessing (sys_journal_field) is not available as an option. Regardless, the Table API does support it.

Adding Work Notes

To add a work note to an incident, you make a POST, PUT, or PATCH request to the Table API, and specify either a value for "comments" or "work_notes." You'd use "comments" to add a comment that customers can see, and "work_notes" for an internal-only entry.

Here's an example, where we're making an API call to add a work note to an existing incident.

Wrapping Up

In this blog post, I've shown examples of how you can use the ServiceNow Table API to both retrieve and add comments and work notes to an incident. While the examples focused on incidents, it's worth noting that these same techniques can also be used with other tables, including Catalog Request Items (RITMs) and Catalog Tasks.

Hello, I'm Tim Dietrich. I develop custom software for businesses that are running on NetSuite , including mobile apps, Web portals, Web APIs, and more.

I'm the developer of several popular NetSuite open source solutions, including the SuiteQL Query Tool , SuiteAPI , and more .

With my friend Eric Grubaugh , I cohost SuiteScript Stories , a podcast that covers various NetSuite-related topics. Our goal is to connect the NetSuite community through stories and ideas.

I publish SuiteDigest , a curated, weekly summary of NetSuite-related news, events, employment opportunities, and more.

Everything I do is funky like Lee Dorsey.

--> View more blog posts...

© 2024 Tim Dietrich.

IMAGES

  1. ServiceNow Visual Taskboard

    servicenow task assignment history

  2. ServiceNow

    servicenow task assignment history

  3. How to Create an Incident Report Based on Assignment Group in ServiceNow

    servicenow task assignment history

  4. ServiceNow Checklists on a Visual Task Board

    servicenow task assignment history

  5. What is Servicenow Workflow ? Comprehensive Guide [ Explained ]

    servicenow task assignment history

  6. Visual Task board features in ServiceNow #kanban

    servicenow task assignment history

VIDEO

  1. IMAD assignment history app

  2. Conversational Interfaces Academy: What's New in Vancouver

  3. Conversational Interfaces Academy: Different ways connecting to a Live Agent

  4. SERVICENOW Assignment Data Lookup Rules and Transfer maps @SERVICENOW_Beginners

  5. Reporting​ Task

  6. Conditional assignment in #javascript or #servicenow using && and || operators #servicenowdeveloper

COMMENTS

  1. History sets

    The purpose of this article is to explain how the platform creates a History sets. If someone dives into the sys_history_line and sys_history_set tables without knowing the details, what they see can be.

  2. Demystifying Advanced Work Assignment (AWA)

    Unsure where to start when troubleshooting Advanced Work Assignment? This article provides information about AWA architecture that may help resolve your issue. Advanced Work Assignment (AWA) was introduced

  3. See assignment history of a scrum story/task? : r/servicenow

    The only history for previous values of records (when enabled) is kept in the sys_audit table. On tables extending task you usually can find the previous values (if enabled for audit) in the activity stream below the fields of the record.

  4. Looking for a way to track assignment group history. : r/servicenow

    Add the 'Metrics' related list to your Incident form. You can report on the 'metric_instance' table. Cheers! One possible approach is write a business rule to run on assignment group change. You would glide query the metric instance table where definition is the assignment group metric and look for any instances where assignment group value ...

  5. Create an assignment rule

    Loading... Loading...

  6. Calculation of duration based on assignment group

    Calculate the duration of an incident based on the Assignment Group. Most of the cases, the incident will be traversed to multiple teams for resolution. In such cases, if we want to calculate the duration.

  7. Create an assignment data lookup rule

    Loading... Loading...

  8. Create and assign project tasks from Project Workspace

    Add new tasks for your projects and assign them to your team directly from the new Project Workspace. Role required: it_project_manager Open a project in the planning console of Project Workspace. For

  9. PDF How can I manage IT work in ServiceNow to support better planning?

    2. Determine the common data elements that different task types can use. For example, assignment groups and CIs—such as business applications—are common data elements on all task types. 3. Design the data model to accommodate the needs of teams performing different tasks. For example, granularity of user groups to meet

  10. Get listing of all Incidents "touched" by Assignment Group

    The way you described it can be done with the assignmemt group metric. This is an out of box metric definition that gives duration of any incident assigned to a group. What you are looking for is the assignment group metric. The metrics table to look at is a database view called "incident_metrics" if I remember correctly.

  11. servicenow

    current.task_fulfillment_group.setValue(assignment_group); as that would be a Sys ID and not the display value of the location. The script would be running on the current task record, so it's accessed using current. Also, take steps to verify that the field name is indeed task_fulfillment_group.

  12. Task Assignment Rules in ServiceNow CSA Tutorial for Beginners

    Here is a video on task assignment rules, data lookup rules, and the order of their execution in ServiceNow.📒 ServiceNow CSA Exam Guide 2022 - https://bit.l...

  13. How to get all users from assignment group in service now?While

    How to get all users from assignment group in service now?While creating an INCIDENT i need to assign a User from the particular group. Ask Question Asked 4 years, 3 months ago. ... How to get the group name associated with username in service now by REST API. 0. To post multiple groups to service now and fetch all the tickets related to those ...

  14. What is a serviceNow Task · ServiceNow1

    What is a serviceNow Task. Assigned or Completed Record by user. A task is any record that can be assigned or completed by a user in servicenow. How to create a task record? A task record is created from a table that extends the task table. Closed State. work is performed upon a task it and eventually moves to a closed state. ITIL Processes ...

  15. Report showing sc_tasks by Assigned work with cumulative count

    on the week1, we had 0 SCTASKS open, show 0. on the week2, we had 10 SCTASKS created and 0 closed, show 10 as count. on the week3, we had 5 SCTASKs created and 3 SCTASKs closed, show 12 as count. on the week4, we had 7 SCTASKs created, and 1 SCTAKs closed, show 18 as count. I would like to see a line showing this trend week to week, not able to ...

  16. Configuring the Ask for Approval Action

    The Ask for Approval action returns the Approval State output variable (data pill).. Configuring a Record for Approval. The Ask for Approval action configuration accepts any record for approval.. Flow Designer automatically populates the Table field from the record to approve.. Records that require approval must have a field to indicate approval status and a field to track the approval history.

  17. ServiceNow Table API: Working With Comments and Work Notes

    Retrieving Work Notes: Method 2. Another method for retrieving the work notes and comments for an incident is to make a call to the ServiceNow Table API and, instead of retrieving the incident, retrieve the work notes and comments directly. To do this, you make a GET request to the sys_journal_field table, and specify the system ID (sys_id) of ...

  18. How to see record audit history in the ServiceNow platform

    How to enable and use audit history in ServiceNow.

  19. Declarative Actions in ServiceNow: The COMPLETE Guide

    The core table at the heart of the Declarative Actions concept is the Action Assignment sys_declarative_action_assignment table. This is the place that Declarative Action Authors will create actual DA's and set their core attributes such as: The model of the DA - i.e. the type of their DA e.g Form, Field, Playbook Card etc.