How to add the status of the parent object to Task.Assignment

Version 1

    Details

    This article explains how to add the status of the parent object to Task.Assignment in HEAT Service Management.  Adding the ability to see the status of the parent which is linked to a task item allows the information to be viewed on grids and forms without having to store the value in the database.


    Resolution


    1. Add a Text(50) field in Task.Assignment called ParentStatus. 2. Uncheck 'Stored' as the field doesn't require space in the database. Add the field and save the object. 3. Add a calculated business rule that always grabs the status through the relationship of the Parent Object.    Because ParentLink is a link field, and is not directly related to a BO, you can't use $([link:ParentLink]Status).  On account of that, a nested if statement to account for the different parent types is required. The statement would need to be expanded for additional parent types.  $(if ParentLink_Category == "Incident"   then [Incident#.]Status   else if ParentLink_Category == "Change"        then [Change#.]Status        else if ParentLink_Category == "Problem"             then [Problem#.]Status             else if ParentLink_Category == "ReleaseMilestone"                  then [ReleaseMilestone#.]Status                  else "?")



    4. Open the grid or form you wish to add the status to. Task.Dashboard is the default grid view for the 'Open Tasks' dashboard. 5. Add the field to the desired grid or form.
         a. Grid
              i. You cannot add grouping as the field is only symbolic, but you can enable sorting.      b. Form
              i. The field should be read-only as the calculation cannot be altered.



    6. After saving the grid and/or forms, the new field and the statuses should appear.