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

Raghu Manchikan · ‎04-13-2017

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 · ‎04-13-2017

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)

View solution in original post

surendarm · ‎04-26-2018

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

SwarnadeepNandy · ‎02-18-2020

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-administrati...

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

Bog1 · ‎08-28-2019

hi

how to create only one task?

attanhes · ‎05-25-2021

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=68a4b1831b43b300d01143f6fe4b...