5 Replies Latest reply on Mar 15, 2018 1:26 PM by bsorensen

    Notes Field in Task

    bsorensen Apprentice

      So I have come across an issue where people are just marking a task as completed, and not actually putting in a note on what they did.

      Because of this, I need to find a way to make it mandatory.  Any thoughts?

       

      Same as how the Resolution box on an Incident is Required to fill out to close.

       

      notes.png

        • 1. Re: Notes Field in Task
          MarkLarvo Specialist

          A few options come to mind:

           

          If using the form you displayed above I would make the field required in this form.

           

          If not using the form you could use a required business rule to make it required prior to saving.

           

          More complex would be to use a Composite Quick Action behind the Complete button on the Task.

          Use a relationship to create the Child Note.

           

          In my screen shot below we are using a Prompt action to ask for an optional note during this reassignment. The PROMPT function has a parameter that requires some kind of data entry from the user which should server your purpose.

           

          This creates a nice pop-up box asking for information from the user. You can use Picklists that look just like they do on the form. I find them helpful for making someone focus in on required fields.

           

          FROM HELP: prompt(message, pickList, fieldAreaWidth, fieldAreaHeight, password, required, defaultValue)

          incident reassign with note.png

           

          The Note that gets creates above looks something like: "Reassigned from: Desktop Operations to Service Desk: Hi Service Desk team. We fixed the back end. Please check with the user. Thanks."

           

          I hope that gives you some options. Regards, Mark.

          • 2. Re: Notes Field in Task
            bsorensen Apprentice

            MarkLarvo

             

            I like this idea.  We currently have a forced prompt that makes them enter a time spent in minutes box when they press complete. I am hoping to add the notes box after that or there as well.

             

            So the agent hits complete - prompt for time - prompt for notes.

             

            I'm going to look at your notes and see if I can sort this.

             

            Much appreciated!

            • 3. Re: Notes Field in Task
              bsorensen Apprentice

              ok, so based on the above from MarkLarvo I have made some headway

               

              Here is what ours is doing now

               

              task box.png

               

              The quick action on the complete button I added the following

              task box 2.png

               

              the box currently only needs the time to be entered to be accepted, so I know I am missing the Required part somewhere in this code.

              • 4. Re: Notes Field in Task
                MarkLarvo Specialist

                Hey B,

                 

                So there are more parameters you can pass to the Prompt. My example did not have them.

                 

                Here is the Help file format

                 

                FROM HELP: prompt(message, pickList, fieldAreaWidth, fieldAreaHeight, password, required, defaultValue)

                 

                So I would change your line above to look something like this:

                 

                $(Prompt("Enter Notes on Task","",400, 200,"",True,"this is where you would type in a default value for the notes box if you wanted it")

                 

                So without the default value you would have this:

                 

                $(Prompt("Enter Notes on Task","",400, 200,"",True)

                 

                *The True above is what makes the field required.

                 

                Good luck! Mark

                • 5. Re: Notes Field in Task
                  bsorensen Apprentice

                  Thanks Mark, but it doesn't like the extra "" in the expression

                  I used the one you have above - $(prompt("Enter Notes on Task","",400,200,"",True))

                  I get and error that "" cannot be converted.

                  I changed it to $(prompt("Enter Notes on Task","",400,200,True)) and it took that, but still doesn't make it mandatory.

                   

                   

                  So I removed the "" and used just ,, to skip sections

                  it converted to this

                   

                  $(Prompt("Enter Notes on Task",  _,  400,  200,  _,  true,  _))

                   

                  Which .. TADA!

                  task mand.png

                   

                  It is now a mandatory field!

                   

                  THanks MarkLarvo