Standard change task templates

[scottbarnard1]

Hi All

I am looking to try and create some standard change templates that include some change tasks.

The documentation suggests that I can just add these task templates to an open standard change proposal.

Create a standard change task template

However the change task template tab doesn't seem to exist.

I checked out a completely clean dev instance of Istanbul and it isn't there either. I've checked form layouts, related lists etc but it's so far proved elusive.

I noticed that the documentation also suggests that in the standard change properties area there are change task related fields. Again I can't find them in my instances.

So documentation aside

How do I create a standard change which includes change tasks from a template?

[ginesdoleratorm]

Hi Scott,

It seems that this piece of documentation is assuming you are following the previous articles where it explain how to create a proposal: Create a standard change proposal

Then, in the documentation you pointed, after step 1. Navigate to Standard Change > Open Proposals. It assumes you have an existing proposal, which you have to open.

Once in a change proposal, the tab will appear in the bottom

It might be that you have it as a section instead of a tab (depending on your users' setting).

In a clean instance should be there, but if not, you can enable it by configuring the "Related List" in the form and adding Change Task Template -> Std Change Proposals.

Hope it helps,

Ginés.

[scottbarnard1]

Hi Gines

Thanks for taking the time to reply

However that tab simply is not visible in my pre-prod instance or a clean personal dev instance. I must be missing something

Regards

[scottbarnard1]

So you can see the lack of a tab, and I cannot find the related list that you are seeing

[ginesdoleratorm · Accepted solution]

Hi Scott,

After taking a deeper look, I realized this functionality is only available from Jakarta version, but not in Istanbul. I'm raising an internal note to adjust the documentation accordingly to avoid any confusion in the future.