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

@Community Alums  thanks. can you review my previous comment and advise if this that is ok?

i populated Incident as link element value in child incident task template. I have not created module yet.

Community Alums
Not applicable

and also are you applying this template with admin user?

yes i am applying it via admin user but module wasnt created so far.

Community Alums
Not applicable

Okay.. Try after creating a new module. If you are facing any issues, post here

it did not work, attaching screenshot of the link type section.  

Note : This is an MSP environment, both templates are non global and have access to a specific company. When I create a incident task manually from incident using incident template, it works. I am only creating one incident task via this template.

 

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