Planned Change with Change Tasks Template Creation

[luv2learn702]

Hi there - We have a business requirement to create a Planned Change with defined Change Tasks as a template.  I see the Pre-Approved option to add tasks but not for a Planned change.  Is this possible?  Would appreciate some help/guidance on this.

[Dr Atul G- LNG]

Hi @luv2learn702 

So you want , when you raise a normal change via Template, it must get the Change task a well?

Using the templates in a module should be able to create multiple tasks as part of the change request. Please make sure you have linked the templates using Next Related Child Template and Next Related Template fields appropriately.

- Next Related Child Template: Use this for linking the parent template to the first child task template.

- Next Related Template: Use this for linking a child task template to the next one.

For example, lets say we need to create 3 change tasks as part of a change request. We can link them in the following way:

(Parent) Change Request template --> Next Related Child Template = change task template 1 (first child)

change task template 1 (first child) --> Next Related Template = change task template 2 (second child)

change task template 2 (second child) --> Next Related Template = change task template 3 (third child)

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

https://www.servicenow.com/community/now-platform-forum/how-to-create-change-template-and-add-3-4-ta...

[luv2learn702]

Thanks Atul - I will take a look at the articles provided and go through it and revert back in a bit.

[Dr Atul G- LNG]

Sure @luv2learn702  will wait for feedback.

[luv2learn702]

Hi there - thank you for the feedback.  Could not get the desired behavior unfortunately with the change tasks.  Build a custom flow instead for the specific process.  

Appreciate your guidance and feedback.