Service Operation Workspace adding option for change templates

F3nix
Tera Contributor

‎06-27-2024 12:22 PM

I am looking for a button or drop down UI action that would allow me to gain access to standard change templates that are already created.  Currently SOW doesnt have this option.  I read I could piggyback off of a UI action that already exists and check off the workspace buttons but I have no idea what to put in the code or if this is the method or not.

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AMITDUBEY93
Tera Contributor

‎07-01-2024 06:13 AM

Yes, you can create a seamless flow for accessing standard change templates directly within the ServiceNow change request form.

Here's a streamlined flow of communication:

  1. Initiating the Change: The user begins creating a new change request within the ServiceNow platform.

  2. Accessing Templates:

    • UI Action Trigger: A dedicated UI action button or a dropdown menu item labeled "Select Standard Template" is presented on the change request form.
    • Custom UI Page Display (Optional): If using a server-side script, the UI action could redirect the user to a custom UI page designed for template selection.

  3. Template Selection:

    • Client-Side Script: A list or dropdown menu is populated with available standard change templates (fetched from the std_change_producer_version table) using g_form.addOption().
    • Server-Side Script/UI Page: A more elaborate UI page (using Jelly or AngularJS) could offer enhanced filtering, search capabilities, or a list collector for template selection.

  4. Applying the Template:

    • Upon selecting a template, the associated template data (task details, pre-filled fields, etc.) is automatically applied to the current change request form.

  5. Completing the Change: The user continues filling out the change request form, leveraging the pre-populated data from the chosen template, and submits the request for approval and implementation.

Technical Implementation Notes:

  • UI Action Script: Ensure proper data fetching and UI population using client-side or server-side scripting.
  • Custom UI Page (Optional): Design and implement the UI page using Jelly or AngularJS for a richer template selection experience.
  • Data Mapping: Establish accurate mapping between the template fields and the change request fields to ensure correct data transfer.

Feel free to ask if you need clarification or have specific questions about any step in the process.

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