Create templates for related task records

Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.

Before you begin

Role required: admin

About this task

Administrators need to understand the parent-child relationships between Task tables. For example, the Change Task table is a child of the Change table and the Incident Task table is a child of the Incident table.

Procedure

  1. From the parent Task table template, configure the form layout to add these fields.
  2. Create a template for the parent Task table.
    For example, create this template for the Change table.
  3. Create a template for the first related task.
    For example, create this template for the Change Task table.
  4. Create a template for each additional related task.
    For example, create one additional template for the Change Task table.
  5. From the parent Task table template, set Next Related Child Template to the first related child task.
    For example, add this value to the Add server to network template.
  6. For each child related task, set Next Related Template to the next related task template.
    For example, add this value to the Order server template.
    Note: The last related task template will not have a value for Next Related Template. For example, the Install server on network template will not have a value in Next Related Template.

What to do next

Create a module for the parent Task table template. For example, create a module for Add server to network.