Automatically Create Change Request Task

[#1]

We have a need to automatically create a couple of task when some values in the Type field are selected. For future maintenance is this better handled using templates or using java script when the Type field is selected on the change request.

[brozi]

mike,

have you checked the execution plans out?

http://wiki.service-now.com/index.php?title=Change_Management_Execution_Plans

this may do what you are looking for..

[#3]

I was looking at Execution Plans this weekend and liked what I saw.

The Execution Plan WIKI article says that you can pre-populate fields in the generated task. Can this be used to copy values from the Change Request to the generated task and two, can the script contain information to be set in fields on the generated task. It would be helpful to see some examples of script to accomplish this.

I would also like to set values in the change request when it is created. Can this be accomplished in the Execution Plan or would this need to be business rules.

Setting the Change Request values can be accomplished with templates for the Change Request and Change Task so both are created at the same time. I noticed that sys_template under System Definition is not active by default. Is that because there is a move away from using templates?

There are several ways to accomplish this. Since we are just getting started I am trying to determine the best option both implementation and ongoing support.

[brozi]

Mike,

I am currently at that same cross road.. I can use the execution plans, or i can apply a template to the change and have all needed sub tasks brought over (filled out). If i use the execution plans, i may have to create a new script for each type of change, where as a template is quicker to fill out and administer.

The other issue or concern i am looking at is if i create a change from an incident, and then want to apply a template to it or an execution plan.

I have to finalize how i am going to accomplish this.. well this week... So i will post as i find things out and as i build my final solution.

Ian

[dstuart]

I'm in the same boat. I just started playing with Execution Plans, and I like what I see. But I need to copy/reference values in the Change Request.

If any of you figure out how, I would appreciate knowing, too.

Dave