Adding Change Task Template to Standard Change Proposal

samadam
Kilo Sage

‎01-18-2024 11:21 AM

I am trying to create a standard change proposal. As part of it I want change task templates to be added automatically to the related list on the proposal. How can I do it? It is like adding the existing records using the Edit button on a related list but unsure on how to accomplish this. I created the change task templates that I needed and like them to be added to proposal on creation.

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎01-19-2024 01:47 AM

Hi @samadam 

 

Greetings!!

 

You can create the task templates and attached to proposal.

LearnNGrowAtul_0-1705657624947.pngLearnNGrowAtul_1-1705657644055.pngLearnNGrowAtul_2-1705657658161.png

 

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nycha
Tera Contributor
In response to Dr Atul G- LNG

‎03-03-2025 06:03 AM

we don't want to add it manually to each request that we create (and rely on the end user doing that).


The question was how to add it to the Template so that it is added automatically by the system when the Standard Change is created.

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