Accessing the Task Builder
There are two main ways to create/modify task trees in the task builder.
The first is through the Tasks tab of the Service Catalog Console from the Kinetic Request application.
The second is through the Trees console of Kinetic Task.
Before Task Trees can be created that are not being attached to Dynamic Sources* (Kinetic Request and Kinetic Survey), they need to have a Standard Source Root created. For example, you want to have task trees fire after records are created in the Incident form. First, create a Standard Source identified with Incident (which gives you the option of adding policies (rules) around who can submit a seed for a tree), and now you have the opportunity
*Dynamic sources include built in functionality that can retrieve values from the request/survey without using a specific handler.
- Click on 'Add Standard Source'
- Give it a Name. Must be unique.
- Add any Policices
Creating Trees from Standard Sources
To create a Task Tree from a Standard or Dynamic source, start from the trees console.
Select a source from the 'Source Root' drop-down and click the New Tree button to get the new tree dialog.
Now you can open the Task Builder to configure your tree by clicking on the "Open Tree" icon in the Actions column of the entry on the listing for the tree.
The Source Group is an optional field used to further define your tree for the selected Source Root. For Kinetic Request this will be the Service Item name. Tree Name must be unique for the specified Source Group.