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

[Raghu Manchikan]

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

[ginesdoleratorm]

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_Te...

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.

[Raghu Manchikan]

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_Te...

Regards

Raghu

[ginesdoleratorm · Accepted solution]

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)

[Raghu Manchikan]

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