Project Template selection for Demand to Project

FaaridAhmaZ
Tera Contributor

Hello we wanted to auto select project template after demand to project creation. We are using create project from template UI action in demand form. But it is not working as when creating project from template it doesnt link demand to project

4 REPLIES 4

GlideFather
Tera Patron

@FaaridAhmaZ 
do you want that particular template to be EVER selected by ALL the users? or only by selected group of users only?

If 1)
then create a default value on the system dictionary > navigate to any project form, select the template field and click right mouse button > system dictionary and add the desired default value, but then it will be ALWAYS populated:

KamilTEL_0-1750157901232.png

Note: I do not have activated the plugin but I will show you that on a Justification field on Change record

 



If 2) create a template and assign the template to the only individuals/groups that are supposed to have that pre-populated:
Right upper corner > click toggle template bar and see the new line below:

KamilTEL_1-1750158105013.png


there select the proper table (project) and put the desired values as you want, I do not have that table due to missing plugin, but if you select project table, you will be able to add the particular field and assign it value as you need. In my example it is Active == true. But be careful, if you open the record, add some values and then you click on the template they will be deleted because it will use the template, so it must be first selected the template and then to continue in form editing - educate your users about this procedure.

Name it properly and assign it to groups of who will be able to see/use this template:

KamilTEL_2-1750158139657.png

 

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/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


Thanks will test this solution!

@FaaridAhmaZ alright, keep me updated

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


FaaridAhmaZ
Tera Contributor

Thanks will test this solution!