Save All as Template

[vamsee1]

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 · Accepted solution]

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.

[vamsee1]

Thanks Darlene..