Is there a way to automatically apply a pre-defined checklist template to an incident or task (or group of them) based on the substate?

andrewdeasey · ‎01-12-2017

I am looking for a way to automatically apply a pre-defined checklist template to an incident or service catalog task when a specific substate is selected. We do QA on random incidents and tasks, and the substate determines which incidents and requests are QA'd and which are not. I know how to create the checklist template and manually assign it to an incident, but not automatically. Can anyone offer suggestions for this? Thanks!

SanjivMeher · ‎05-10-2017

On the table write a business rule with condition

If (current.substate =='mystatevalue')

{

current.applyTemplate('template-name');

}

Please mark this response as correct or helpful if it assisted you with your question.

carlh · ‎05-10-2017

Oh I see, you replied to the original post.

Any ideas for how to do this as a client script? I assume that's what I'd need since I want it to appear when I set a subcategory to a certain value.

Example, If Subcategory = Computer, I need the Checklist Template for computers to appear.

SanjivMeher · ‎05-10-2017

Ignore my previous answers which were related to sytem templates.

For a Check list template, You may need to create you own formatter.

If you navigate to formatter and search for 'checklist', you will see a record. This is linked to a Macro

You will need to create your own copy for checklist formater and link a new copy of macro.

In your custom macro, add below code and try

<?xml version="1.0" encoding="utf-8" ?>

<j:jelly trim="false" xmlns:j="jelly:core" xmlns:g="glide" xmlns:j2="null" xmlns:g2="null">

<g2:evaluate>

var isBrowserSupported = (GlideVTBCompatibility.getCompatibility() != 'block');

var isNewUI = gs.getProperty('glide.ui.doctype', 'false') == 'true';

var isNewRecord = true;

if (isBrowserSupported $[AMP]$[AMP] isNewUI) {

var sysID = current.getUniqueValue();

var tableName = current.getTableName();

isNewRecord = current.isNewRecord();

if (current.substate != 'mystate')

isNewRecord = true;

// get the checklist ID for this record

var checklistID = null;

var checklist = new GlideRecord("checklist");

checklist.addQuery("document", sysID);

checklist.addQuery("table", tableName);

checklist.query();

if (checklist.next())

checklistID = checklist.getUniqueValue();

}

</g2:evaluate>

<body>

<j2:if test="$[!isNewRecord]">

<g:macro_invoke macro="checklist_template" readonly="false" record="$[sysID]"

table="$[tableName]" checklistid="$[checklistID]"/>

</j2:if>

</body>

</j:jelly>

Please mark this response as correct or helpful if it assisted you with your question.

shivanipatel · ‎05-22-2017

Andrew,

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theory118 · ‎06-29-2017

(function executeRule(current, previous /*null when async*/) {

//Create checklist array

var checklistArr = {};

//Get checklist template

var JS_N = new GlideRecord('checklist_template');

JS_N.get('checklist_sys_id');

checklistArr = JSON.parse(JS_N.getValue('template'));

//Create checklist object

var chk = new GlideRecord('checklist');

chk.initialize();

chk.setValue('owner', checklistArr['owner']);

chk.setValue('table', 'table_name');

chk.setValue('document', current.sys_id);

chk.setValue('name', checklistArr['name']);

var checklistId = chk.insert();

//Loop through template and create checklist

for(var key in checklistArr.items)

{

var chki = new GlideRecord('checklist_item');

chki.initialize();

chki.setValue('checklist', checklistId);

chki.setValue('name', checklistArr.items[key]['name']);

chki.setValue('order', checklistArr.items[key]['order']);

chki.insert();

}

})(current, previous);