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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.

View solution in original post

22 REPLIES 22

Community Alums
Not applicable

Are you getting any error? what are the steps you are following?

No errors.

I basically go to Incident > Create New > Set the company > Apply template > Select Incident template and save.

Community Alums
Not applicable

Hi, 

You don't need to do from Incident - Create New. What was the name of the new module that you've created?

Refresh the application navigator so that you can see the new module that you've created. Click on it, so that the template and the child template gets populated automatically.

Community Alums
Not applicable

Also, Please remember that the

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.

i selected the module from app navigator, it opened the incident form in new mode, applied the template, still child incident task was not created.

I had to manually select the company again. 

Hope the steps are correct?