Save a change template as a bookmark

[plehmenk]

Hello,

We had created a change template to be used by our Network Staff.   They asked if there is an easier way to utilize the template rather than creating a new change, rt click to apply template, and then select needed template.

My thought was it would be great to have the template as a book mark item.   Thus, they click on the bookmark and it would open a new change using the proper template thus populating the needed fields.

Any ideas of how the template can be utilized with possibly just one click?

Thanks,

Patty

[Pradeep Sharma]

Hi Patty,

You may find the below article as helpful

http://www.servicenowguru.com/system-definition/advanced-templates/

[Brad Tilton]

Another direction to go would be to create a module that applies a template to a new record as referenced in this wiki article. You could create a section of modules for templates and let your users drag the ones they want to their edge.

Creating a Template - Module - ServiceNow Wiki

[Dan_Berglin]

Hi,

In this example you can both add shortcut keys / quickkeys and single click links at the bottom of a form for applying templates. I did this back in 2011 so there are room for many improvements in this solution, but ill post it as inspiration.

If you add a custom div-element in an *annotation field, in this case a div with ID="templatesContainer", you could populate it with something like this:

Make a onLoad script, add a gliderecord query as var templates to the below code and let it loop through to assign and display shortcut keys as clickable links.

I dont normally dont recommend using document.getElementById, but since we defined the div container our self its unlikely to become obsolete. However, i recommend to use prototype library if any modifications to the form must be done from client side.

var objTemplatesDiv = document.getElementById("templatesContainer");

if(objTemplatesDiv) {

while(templates._next()) { //Should be _next (Oct 11 rel)

addKeys(i, templates.template_sys_id);

divContent = divContent + "Ctrl+" + i + " : <a id=\"template_ " + i + "\" href=\"javascript: applyTemplate('" + templates.template_sys_id + "');\">" + templates.template_name + "</a><br/>";

i++;

}

objTemplatesDiv.innerHTML =   divContent;

function addKeys(thisNumber, templateId) {

shortcut.add('Ctrl+' + thisNumber,function() {

var t = new TemplateRecord(templateId);

t.apply();

},{disable_in_input: false});

}

}

"Install" the quick keys ui script.

/**

 * <a href="http://www.openjs.com/scripts/events/keyboard_shortcuts/<br />

" title="http://www.openjs.com/scripts/events/keyboard_shortcuts/<br />

">http://www.openjs.com/scripts/events/keyboard_shortcuts/<br />

</a> * Version : 2.01.B

* By Binny V A

* License : BSD

*/

shortcut = {

   'all_shortcuts':{},//All the shortcuts are stored in this array

   'add': function(shortcut_combination,callback,opt) {

   //Provide a set of default options

   var default_options = {

   'type':'keydown',

   'propagate':false,

   'disable_in_input':false,

   'target':document,

   'keycode':false

   }

   if(!opt) opt = default_options;

   else {

   for(var dfo in default_options) {

   if(typeof opt[dfo] == 'undefined') opt[dfo] = default_options[dfo];

   }

   }



   var ele = opt.target;

   if(typeof opt.target == 'string') ele = document.getElementById(opt.target);

   var ths = this;

   shortcut_combination = shortcut_combination.toLowerCase();



   //The function to be called at keypress

   var func = function(e) {

   e = e || window.event;



   if(opt['disable_in_input']) { //Don't enable shortcut keys in Input, Textarea fields

   var element;

   if(e.target) element=e.target;

   else if(e.srcElement) element=e.srcElement;

   if(element.nodeType==3) element=element.parentNode;



   if(element.tagName == 'INPUT' || element.tagName == 'TEXTAREA') return;

   }



   //Find Which key is pressed

   if (e.keyCode) code = e.keyCode;

   else if (e.which) code = e.which;

   var character = String.fromCharCode(code).toLowerCase();



   if(code == 188) character=","; //If the user presses , when the type is onkeydown

   if(code == 190) character="."; //If the user presses , when the type is onkeydown



   var keys = shortcut_combination.split("+");

   //Key Pressed - counts the number of valid keypresses - if it is same as the number of keys, the shortcut function is invoked

   var kp = 0;



   //Work around for stupid Shift key bug created by using lowercase - as a result the shift+num combination was broken

   var shift_nums = {

   "`":"~",

   "1":"!",

   "2":"@",

   "3":"#",

   "4":"$",

   "5":"%",

   "6":"^",

   "7":"&",

   "8":"*",

   "9":"(",

   "0":")",

   "-":"_",

   "=":"+",

   ";":":",

   "'":"\"",

   ",":"<",

   ".":">",

   "/":"?",

   "\\":"|"

   }

   //Special Keys - and their codes

   var special_keys = {

   'esc':27,

   'escape':27,

   'tab':9,

   'space':32,

   'return':13,

   'enter':13,

   'backspace':8,



   'scrolllock':145,

   'scroll_lock':145,

   'scroll':145,

   'capslock':20,

   'caps_lock':20,

   'caps':20,

   'numlock':144,

   'num_lock':144,

   'num':144,



   'pause':19,

   'break':19,



   'insert':45,

   'home':36,

   'delete':46,

   'end':35,



   'pageup':33,

   'page_up':33,

   'pu':33,



   'pagedown':34,

   'page_down':34,

   'pd':34,



   'left':37,

   'up':38,

   'right':39,

   'down':40,



   'f1':112,

   'f2':113,

   'f3':114,

   'f4':115,

   'f5':116,

   'f6':117,

   'f7':118,

   'f8':119,

   'f9':120,

   'f10':121,

   'f11':122,

   'f12':123

   }



   var modifiers = {

   shift: { wanted:false, pressed:false},

   ctrl : { wanted:false, pressed:false},

   alt   : { wanted:false, pressed:false},

   meta : { wanted:false, pressed:false} //Meta is Mac specific

   };



   if(e.ctrlKey) modifiers.ctrl.pressed = true;

   if(e.shiftKey) modifiers.shift.pressed = true;

   if(e.altKey) modifiers.alt.pressed = true;

   if(e.metaKey)     modifiers.meta.pressed = true;



   for(var i=0; k=keys[i],i<keys.length; i++) {

   //Modifiers

   if(k == 'ctrl' || k == 'control') {

   kp++;

   modifiers.ctrl.wanted = true;



   } else if(k == 'shift') {

   kp++;

   modifiers.shift.wanted = true;



   } else if(k == 'alt') {

   kp++;

   modifiers.alt.wanted = true;

   } else if(k == 'meta') {

   kp++;

   modifiers.meta.wanted = true;

   } else if(k.length > 1) { //If it is a special key

   if(special_keys[k] == code) kp++;



   } else if(opt['keycode']) {

   if(opt['keycode'] == code) kp++;



   } else { //The special keys did not match

   if(character == k) kp++;

   else {

   if(shift_nums[character] && e.shiftKey) { //Stupid Shift key bug created by using lowercase

   character = shift_nums[character];

   if(character == k) kp++;

   }

   }

   }

   }



   if(kp == keys.length &&

   modifiers.ctrl.pressed == modifiers.ctrl.wanted &&

   modifiers.shift.pressed == modifiers.shift.wanted &&

   modifiers.alt.pressed == modifiers.alt.wanted &&

   modifiers.meta.pressed == modifiers.meta.wanted) {

   callback(e);



   if(!opt['propagate']) { //Stop the event

   //e.cancelBubble is supported by IE - this will kill the bubbling process.

   e.cancelBubble = true;

   e.returnValue = false;



   //e.stopPropagation works in Firefox.

   if (e.stopPropagation) {

   e.stopPropagation();

   e.preventDefault();

   }

   return false;

   }

   }

   }

   this.all_shortcuts[shortcut_combination] = {

   'callback':func,

   'target':ele,

   'event': opt['type']

   };

   //Attach the function with the event

   if(ele.addEventListener) ele.addEventListener(opt['type'], func, false);

   else if(ele.attachEvent) ele.attachEvent('on'+opt['type'], func);

   else ele['on'+opt['type']] = func;

   },



   //Remove the shortcut - just specify the shortcut and I will remove the binding

   'remove':function(shortcut_combination) {

   shortcut_combination = shortcut_combination.toLowerCase();

   var binding = this.all_shortcuts[shortcut_combination];

   delete(this.all_shortcuts[shortcut_combination])

   if(!binding) return;

   var type = binding['event'];

   var ele = binding['target'];

   var callback = binding['callback'];



   if(ele.detachEvent) ele.detachEvent('on'+type, callback);

   else if(ele.removeEventListener) ele.removeEventListener(type, callback, false);

   else ele['on'+type] = false;

   }

}

[Dan_Berglin]

Found some more old code with some more pretty formatting to use for inpiration for an onLoad client script.

Please note that this example calls a custom client callable script include for ajax query.

//Dan Berglin 2011-02-08

function onLoad() {

   var objTemplatesDiv = document.getElementById("templatesContainer");

   var divContent = '<br/><table class="wide"><tbody><tr class="list_banner_line"><td colspan="5"/></tr></tbody></table><h3>Quick keys:</h3><table><tr><td>';

   var key = 1;

   var altKey = 1;

   var altEnd = 9;

   var charCodeStart = 68;

   var charCodeEnd = 90;

   var getTemplates = new GlideAjax('returnTemplates'); 

   getTemplates.addParam('sysparm_name','queryTemplates'); 

   getTemplates.addParam('sysparm_table','u_call'); 

   getTemplates.addParam('sysparm_order','name'); 

   getTemplates.getXML(templateParse); 





   function templateParse(response) { 

   var answer = response.responseXML.documentElement.getAttribute("answer"); 

   var arrTemplates = answer.split("|");



   for (var i = 0; i < arrTemplates.length-1; i++) {

   var templateRowSplit = arrTemplates[i].split(":");

   var templateName = templateRowSplit[0];

   var templateSysId = templateRowSplit[1];

   if(key < 10) {

   addThisKey(key, templateSysId);

   divContent = divContent + "Ctrl+" + key + " : <a id=\"template_ " + key + "\" href=\"javascript: applyTemplate('" + templateSysId + "');\">" + templateName + "</a></br>";

   }

   else if (altKey < altEnd) {

   if (i < 10) {

   //Add a new column

   divContent = divContent + "</td><td style=\"padding-left: 40px\" valign=\"top\">";

   }

   addThisKey("Ctrl+Alt+" + altKey, templateSysId);

   divContent = divContent + "Ctrl+Alt+" + altKey + " : <a id=\"template_ " + altKey + "\" href=\"javascript: applyTemplate('" + templateSysId + "');\">" + templateName + "</a><br/>";

   altKey++;

   }

   key++;

   }

   //Add static keys and another column

   divContent = divContent + "</td><td style=\"padding-left: 40px\" valign=\"top\">";





   //CTRL+S

   divContent = divContent + "Ctrl+S : <a href=\"javascript: log_call();\">Log call</a><br/>";

   shortcut.add("Ctrl+S",function() {

   log_call();

   },{disable_in_input: false});



   //Global keys already defined

   divContent = divContent + "Ctrl+Q : <a href=\"javascript: parent.gsft_main.location.href = \'/u_call.do?sys_id=-1\';\">New Call</a><br/>";

   divContent = divContent + "Ctrl+Alt+Q : <a href=\"javascript: window.open(\'/u_call.do?sys_id=-1\', \'_blank\');\">New Call in new Tab</a><br/>";



   //Write to doc

   objTemplatesDiv.innerHTML =   divContent + "</td></tr></table>";

   enableCallerIframe();

   }

   function addThisKey(thisKey, sys_id) {

   shortcut.add("Ctrl+" + thisKey,function() {

   var t = new TemplateRecord(sys_id);

   t.apply();

   },{disable_in_input: false});

   }

   function enableCallerIframe() {

   var callerContainer = document.getElementById("callerContainer");

                               var iFrameHeight = g_fontSizePreference.replace("pt","")*6+95;

   if (callerContainer.innerHTML.length == 0) {

   callerContainer.innerHTML = '<br/><div><table class="wide"><tbody><tr class="list_banner_line"><td colspan="5"/></tr></tbody></table><iframe scrolling="no" class="gsft_full" seamless="seamless" id="user_form" frameborder="0" name="user_form" style="position: relative; left: -5px; top: 0px; overflow-y: hidden; overflow-x: hidden; overflow: hidden; height: ' + iFrameHeight   + 'px; " title="User Content"></iframe>';

   }

   }

}