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

dwolf · ‎04-14-2015

What other roles did you provision the users?

vamsee1 · ‎04-14-2015

I provided template_editor, template_editor_group roles and template_scheduler. Also user has access to Projects, Time, Incidents and Change modules.

dwolf · ‎04-14-2015

Best would be to go back to the ACL table and review the ACL rules defined for the sys_template table especially for the "write" operation.

Michael Fry1 · ‎04-14-2015

I believe, availability of the "Save All as Template" option is tied to the admin role. Users with that role get the option, and this is currently hardcoded.

vamsee1 · ‎04-14-2015

Hi Michael,

True. even I have read the same.

As per my understanding its not possible to provide "Save All as Template" option to users without admin role.

Thanks,
Vamsee.