Contents Now Platform Administration Previous Topic Next Topic Create a module for a template Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Create a module for a template You can create a module to open a form with pre-populated template data. Before you beginRole required: admin About this taskChild 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 Perform the appropriate action for your version of the UI: UI16 Point to the application menu, such as Self-Service, and click the edit application (pencil) icon. UI15 Right-click an application menu and select Edit Application Menu. In the Modules related list, click New. Fill in the Title and Order fields as appropriate. In the Link Type form section, in the table field, select the table you want to create the form in. In the Link Type field, select New Record. In the Arguments field, enter <table>.do?sys_id=-1&sysparm_template=<templatename> The <table> is the name of the table you selected for the table field, for example incident. The <templatename> is the name of the template you want to use to pre-populate the form, for example Incident call type. Click Submit. Refresh the application navigator to view the new module. Related tasksCreate a template using the Template formCreate templates for related task recordsCreate a template by saving a formCreate records based on a templateToggle the template barRelated conceptsTemplate barRelated referenceScripted templates On this page Send Feedback Previous Topic Next Topic
Create a module for a template You can create a module to open a form with pre-populated template data. Before you beginRole required: admin About this taskChild 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 Perform the appropriate action for your version of the UI: UI16 Point to the application menu, such as Self-Service, and click the edit application (pencil) icon. UI15 Right-click an application menu and select Edit Application Menu. In the Modules related list, click New. Fill in the Title and Order fields as appropriate. In the Link Type form section, in the table field, select the table you want to create the form in. In the Link Type field, select New Record. In the Arguments field, enter <table>.do?sys_id=-1&sysparm_template=<templatename> The <table> is the name of the table you selected for the table field, for example incident. The <templatename> is the name of the template you want to use to pre-populate the form, for example Incident call type. Click Submit. Refresh the application navigator to view the new module. Related tasksCreate a template using the Template formCreate templates for related task recordsCreate a template by saving a formCreate records based on a templateToggle the template barRelated conceptsTemplate barRelated referenceScripted templates
Create a module for a template You can create a module to open a form with pre-populated template data. Before you beginRole required: admin About this taskChild 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 Perform the appropriate action for your version of the UI: UI16 Point to the application menu, such as Self-Service, and click the edit application (pencil) icon. UI15 Right-click an application menu and select Edit Application Menu. In the Modules related list, click New. Fill in the Title and Order fields as appropriate. In the Link Type form section, in the table field, select the table you want to create the form in. In the Link Type field, select New Record. In the Arguments field, enter <table>.do?sys_id=-1&sysparm_template=<templatename> The <table> is the name of the table you selected for the table field, for example incident. The <templatename> is the name of the template you want to use to pre-populate the form, for example Incident call type. Click Submit. Refresh the application navigator to view the new module. Related tasksCreate a template using the Template formCreate templates for related task recordsCreate a template by saving a formCreate records based on a templateToggle the template barRelated conceptsTemplate barRelated referenceScripted templates
