question Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR in ServiceNow AI Platform forum

How to create change template and add 3 -4 task to the CR when this template is applied to CR

Raghu Manchikan — Thu, 13 Apr 2017 08:00:50 GMT

Dear All,

I want to create a Master template on change form and link multiple tasks to that template, so when we apply the template on change associatedd tasks should get create and attach to the change. I got below link from wiki but its not working when i apply template from toggle bar (it will only add data to fields on change form but no tasks get create).

Please let me know if anyone have worked on similar requirement.

Regards

Raghu

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

ginesdoleratorm — Thu, 13 Apr 2017 08:30:36 GMT

Hi Raghu,

Applying the template from the template bar does not create children/related records, but it only sets the fields in the current record. Alternatively to the template bar, you can apply the template using the template in a module. In that case, you can have, for example, an entry in the menu which will create a change record and their related change task records when you click on it.

Take a look at http://wiki.servicenow.com/index.php?title=Creating_a_Template_for_Change_Request_Tasks#Using_the_Template_in_a_Module

Another alternative would be to make use of the Standard change catalog. In there, you can define change templates and related change tasks, which may be published to the Standard Change Catalog, such that when selecting an entry in the catalog, a change request will be created and its associated tasks.

Take a look at Standard change catalog

Hope it helps.

Ginés.

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

Raghu Manchikan — Thu, 13 Apr 2017 09:50:53 GMT

HI Gines,

Thanks for your reply, Yes i tried all above possibilities which you have mentioned from a module in left navigation is creating only one task but not multiple tasks. I want multiple tasks to be attached with pre populated data in fields for an Change. Standard change is another option but my customer is looking for templates to be applied for an type of change. Am not sure why multiple tasks are not getting created as mentioned in wiki http://wiki.servicenow.com/index.php?title=Creating_a_Template_for_Change_Request_Tasks#Using_the_Template_in_a_Module

Regards

Raghu

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

ginesdoleratorm — Thu, 13 Apr 2017 14:10:12 GMT

Hi Raghu,

Using the templates in a module should be able to create multiple tasks as part of the change request. Please make sure you have linked the templates using Next Related Child Template and Next Related Template fields appropriately.

- Next Related Child Template: Use this for linking the parent template to the first child task template.

- Next Related Template: Use this for linking a child task template to the next one.

For example, lets say we need to create 3 change tasks as part of a change request. We can link them in the following way:

(Parent) Change Request template --> Next Related Child Template = change task template 1 (first child)

change task template 1 (first child) --> Next Related Template = change task template 2 (second child)

change task template 2 (second child) --> Next Related Template = change task template 3 (third child)

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

Raghu Manchikan — Fri, 14 Apr 2017 09:17:50 GMT

Hi Gines,

Yes its working using templates in a module, thanks much for the info. But am wondering why is this not working in same way when i apply the template on a new change from toggle bar, it will just set the description field values but not creating task. Any idea on this?

Regards

Raghu

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

surendarm — Thu, 26 Apr 2018 15:56:11 GMT

Hi Raghu,

As per the instructions in ServiceNow for the defining the Change Request / Change Task templates using the 'Next Related Child Template' and 'Next Related Template' fields, I have configured in the instance.

Could you please let me know how were you able to see it working, because as you mentioned even I don't see it working on the new change request form layout ?

Thanks in advance,

Surendar M

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

Community Alums — Wed, 28 Aug 2019 16:04:44 GMT

how to create only one task?

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

SwarnadeepNandy — Tue, 18 Feb 2020 21:28:33 GMT

Hi Raghu,

It doesn't work when you add the template from the template bar. This is strange.

But it works when you create it from module. https://docs.servicenow.com/bundle/orlando-platform-administration/page/administer/form-administration/task/t_CreateAModuleForATemplate.html

Technical know how is, if you are populating the form using 'sysparm_template' then it works fine.

<table>.do?sys_id=-1&sysparm_template=<templatename>

Regards,

Swarnadeep Nandy

Re: How to create change template and add 3 -4 task to the CR when this template is applied to CR

attanhes — Wed, 26 May 2021 02:39:13 GMT

After many attempts to work this out through the template bar, I gave up this. because I did not want to create a new module on navigation.

Finally, I worked out this through the "Execution plan" functionality.

https://community.servicenow.com/community?id=community_question&sys_id=68a4b1831b43b300d01143f6fe4bcbd0&view_source=searchResult