Create a module for a template

You can create a module to open a form with pre-populated template data.

Before you begin

Role required: admin

About this task

Child templates are only applied if the parent template is applied from a module. Child templates are not applied by applying a template to a new form.

Procedure

  1. Perform the appropriate action for your version of the UI:
    UI16
    1. Navigate to System Definition > Application Menus.
    2. Open the application menu to which you want to add the module.
    UI15 or UI11 Right-click an application menu, such as Self-Service, and select Edit Application Menu.
  2. In the Modules related list, click New.
  3. Fill in the Title and Order fields as appropriate.
  4. In the Link Type form section, select the Table.
  5. For the Link Type field, select New Record.
  6. In the Arguments field, enter <table>.do?sys_id=-1&sysparm_template=<templatename>
  7. Click Submit.
  8. Refresh the application navigator to view the new module.