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    Home Madrid Now Platform Administration Now Platform administration Form administration Form templates Create templates for related task records

    Create templates for related task records

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    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 must 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.
    Note: Child templates can only be applied automatically if you first apply the parent template from a module.

    Procedure

    1. From the parent Task table template, configure the form layout to add these fields.
      • Next Related Child Template
      • Next Related Template
      • Link element
    2. Create a template for the parent Task table.
      For example, create this template for the Change table.
      Table 1. Sample Change template
      Field Value
      Name Add server to network
      Table Change [change_request]
      Short description Set up a server on the network
      Template
      • [Short description][Set up server on the network]
      • [Category][Hardware]
      • [Assignment group][Hardware]
    3. Create a template for the first related task.
      For example, create this template for the Change Task table.
      Table 2. First sample Change Task template
      Field Value
      Name Order server
      Table Change Task [change_task]
      Short description Order server hardware
      Template
      • [Short description][Order server hardware]
      • [Assignment group][Hardware]
      Link element Change request
    4. Create a template for each additional related task.
      For example, create one additional template for the Change Task table.
      Table 3. Second sample Change Task template
      Field Value
      Name Install server on network
      Table Change Task [change_task]
      Short description Install server on network
      Template
      • [Short description][Install server on network]
      • [Assignment group][Hardware]
      Link element Change request
    5. From the parent Task table template, set Next Related Child Template to the first related child task.
      For example, in the Add server to network template, select Order server in the Next Related Child Template field.
      Example for parent task template.
    6. For each child related task, set Next Related Template to the next related task template.
      For example, in the Order server template, select Install server on network in the Next Related Template field.
      Example for child task template.
      Note: The last related task template does not have a value for Next Related Template. For example, the Install server on network template does not have a value in Next Related Template.

    What to do next

    Create a module for the parent Task table template so that child templates can be applied to related task records. For example, create a module for Add server to network.
    Related tasks
    • Create a template using the Template form
    • Create a template by saving a form
    • Create records based on a template
    • Create a module for a template
    • Toggle the template bar
    Related concepts
    • Template bar
    Related reference
    • Scripted templates

    Tags:

    Feedback
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      Create templates for related task records

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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 must 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.
      Note: Child templates can only be applied automatically if you first apply the parent template from a module.

      Procedure

      1. From the parent Task table template, configure the form layout to add these fields.
        • Next Related Child Template
        • Next Related Template
        • Link element
      2. Create a template for the parent Task table.
        For example, create this template for the Change table.
        Table 1. Sample Change template
        Field Value
        Name Add server to network
        Table Change [change_request]
        Short description Set up a server on the network
        Template
        • [Short description][Set up server on the network]
        • [Category][Hardware]
        • [Assignment group][Hardware]
      3. Create a template for the first related task.
        For example, create this template for the Change Task table.
        Table 2. First sample Change Task template
        Field Value
        Name Order server
        Table Change Task [change_task]
        Short description Order server hardware
        Template
        • [Short description][Order server hardware]
        • [Assignment group][Hardware]
        Link element Change request
      4. Create a template for each additional related task.
        For example, create one additional template for the Change Task table.
        Table 3. Second sample Change Task template
        Field Value
        Name Install server on network
        Table Change Task [change_task]
        Short description Install server on network
        Template
        • [Short description][Install server on network]
        • [Assignment group][Hardware]
        Link element Change request
      5. From the parent Task table template, set Next Related Child Template to the first related child task.
        For example, in the Add server to network template, select Order server in the Next Related Child Template field.
        Example for parent task template.
      6. For each child related task, set Next Related Template to the next related task template.
        For example, in the Order server template, select Install server on network in the Next Related Template field.
        Example for child task template.
        Note: The last related task template does not have a value for Next Related Template. For example, the Install server on network template does not have a value in Next Related Template.

      What to do next

      Create a module for the parent Task table template so that child templates can be applied to related task records. For example, create a module for Add server to network.
      Related tasks
      • Create a template using the Template form
      • Create a template by saving a form
      • Create records based on a template
      • Create a module for a template
      • Toggle the template bar
      Related concepts
      • Template bar
      Related reference
      • Scripted templates

      Tags:

      Feedback

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