Save All as Template

vamsee1 · ‎04-13-2015

Hi,

How can I provide option "Save All as Template" on the Project form to the users who have specific role. (Form Context Menu). I see UI action for "Apply Template" but nothing on "Save All as Template".

Thanks,

Vamsee.

dwolf · ‎04-14-2015

Hi Vamsee and Michael,

Thanks for the insight. I realized you are both correct but I also wanted our ITIL users to have this functionality. So after playing and checking around the usual suspects without getting a solution I went to the script side and found a solution:

Go to System UI > UI Macros.

Look and open the UI Macro template_context.

The easiest way to find the field is do a Ctrl+F then type "save all" (without " "). Since I am running Fuji it got me to line 77.

Look at the script 3 lines before the script line 'Save All as Template' <j2:if test="$[jvar_session.hasRole('admin)]">

Change the 'admin' to 'template_editor'

Click Update

- Impersonate a user who has the template_editor role to to see if they have the "Save All as Template" context form and if it is functioning.

I used 'template_editor' rather than 'itil' to be standard to the role definitions especially we will be bringing HR onboard.

Thanks for the push to learn something new today.

View solution in original post

Pradeep Sharma · ‎04-13-2015

Hi Vamsee,

You can give the template related role to the user. Please go through the below link for more info.

http://wiki.servicenow.com/index.php?title=Base_System_Roles

vamsee1 · ‎04-13-2015

HI Pradeep,

Tried all the Roles related to Templates. It did not work.

Thanks,

Vamsee.

dwolf · ‎04-14-2015

Hi Vamsee,

Add template_editor and template_editor_group roles in whatever Project Group you assigned to the users. Then go to ACL and create New (assuming you elevated your priviledges).

Type: record

Operation: save_as_template

Admin overrides and Active: checked

Name: Choose the table you want the user to create templates. Choose * on the next dropdown field

Description: Allow save_as_template for all fields in incident, for users with role template_editor.

Add the template_editor role under the Requires role.

vamsee1 · ‎04-14-2015

Hi Darlene,

Still not able to see the "Save All As Template" option on the project form. Am I missing anything.

Thanks,

Vamsee.