Create templates for related task records

Himanshu10
Tera Expert

I am trying to create incident tasks via incident templates which seems to be possible via this document

 

However it is not working for me, similar behavior was reported via this

 

Can anyone please suggest if this has worked for someone in the past? am i missing anything?

 

Attaching screenshots of what i have done so far.

 

#incident management @Incident 

1 ACCEPTED SOLUTION

This worked by using URL action instead of new record within the Module config.

Same arguments can be used however new record method doesnt work.

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22 REPLIES 22

Rana5
Tera Expert

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.

 

Did you create a module?

 

Regards,

Rana

i did not - mainly as i felt it is to pre populate incident form always by default.

If you have done this in the past can you help me or correct me if the values i feed in are correct?

 

Application Name - Incident

order - 100

Visibility - unchanged

Link Type - New Record

Table - Incident

View name - blank

filter - unchanged/blank

Arguments - <Incident>.do?sys_id=-1&sysparm_template=<TEMPL0003218>

Window name - blank

 

is this looking ok? I had followed this document

 

TEMPL0003218 - this is the name of incident template.

Community Alums
Not applicable

Hi @Himanshu10 

That's correct. Use it like this: incident.do?sys_id=-1&sysparm_template=TEMPL0003218

 

Are you trying to apply this template with the admin user?

Community Alums
Not applicable

Hi @Himanshu10 ,

 

https://docs.servicenow.com/bundle/tokyo-platform-administration/page/administer/form-administration...

 

As per the above link, did you populate "Link element" field as change request for the child template (change_task)?

 

Also, did you create a new module for the parent Task table template so that child templates can be applied to related task records? Check out the below link:

 

https://docs.servicenow.com/bundle/tokyo-platform-administration/page/administer/form-administration...

 

Please mark my response as helpful if this answers your question