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.

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.

   

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.

   

   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.