Add to Visual Task Board – Any record (Form context)

I really like Kanban-style dashboards. In ServiceNow, we have Visual Task Boards.

I really love them, but I don’t like the second word in their name: Task. Why only tasks?

I want to be able to add any record in the system to a freeform board.

For example, I might have a list of Scripts, notifications, or logs that I want to review.

So, how can we bypass the restriction?

Follow me through the implementation of this proof of concept!

The idea

We can use Personal tasks [vtb_task] as an interface between the VTB Card [vtb_card] and the actual record

Instead of:

VTB Card [vtb_card] → Target record [task]

We can have:

VTB Card [vtb_card] → Personal Task [vtb_task] → Target record [any record in the system]

The code

How do we do that?

With a single UI Action and relying on the out of the box functionality.

Create a new Global UI action (easier if you just copy the OOTB one “Add to Visual Task Board”).

Name: Add to VTB (non-task)

Type: Form context menu.

Onclick:

openAddToBoardDialogForm()
Code language: JavaScript (javascript)

Condition:

gs.hasRole('admin')
Code language: JavaScript (javascript)

Script:

function openAddToBoardDialogForm() { //var taskSysID = gel('sys_uniqueValue').value, //We won't use the current record as the target record var tableName = g_form.getTableName(); //Create the VTB task record / Personal task var grVTB = new GlideRecord('vtb_task'); //TODO: Replace the Client-side GlideRecord var shortDescription = g_form.getValue('short_description') || g_form.getValue('name') || g_form.getValue('number'); if (!shortDescription) { return; } grVTB.short_description = shortDescription; var taskSysID = grVTB.insert(); //Add a comment in the Personal task with a link to the actual record var grVTBComment = new GlideRecord('sys_journal_field'); grVTBComment.name = 'vtb_task'; grVTBComment.element = 'comments'; grVTBComment.element_id = taskSysID; grVTBComment.value = '[code]<a href="' + tableName + '.do?sys_id=' + gel('sys_uniqueValue').value + '" target="_blank">' + shortDescription + '</a>[/code]'; grVTBComment.insert(); //The code below is exactly the same that you can find in the OOTB "Add to Visual Task Board" UI Action var o = new GlideOverlay({ title: getMessage("Select a Visual Task board"), iframe: "$vtb_add_to_board.do?sysparm_record_id=" + taskSysID + "&sysparm_table_name=" + tableName + "&sysparm_nostack=true", allowOverflowX: true, height: 1000, width: 2000, messages: "", onAfterLoad: function() { document.getElementsByClassName('gb_close')[0].focus(); } }); o.setOnBeforeClose(displayMessageStashFormContext); o.render(); } function displayMessageStashFormContext() { if (!this.getData("messages")) return; g_form.clearMessages(); var m = this.getData("messages"); if (m.messages.info) for (var i = 0; i < m.messages.info.length; i++) { var msg = m.messages.info[i]; if (msg) g_form.addInfoMessage(msg); } if (m.messages.error) for (var i = 0; i < m.messages.error.length; i++) { var msg = m.messages.error[i]; if (msg) g_form.addErrorMessage(msg); } }
Code language: JavaScript (javascript)

Result

Now, we can add anything to a board.

Why don’t we use our newly created UI Action to test itself?