Modify CWM apply template procedure

[E di Santo]

Dear all,

I'm using Collaborative Work Management and would like to modify the Apply template functionality; this action just creates the list of saved tasks (of my starting template) but doesn't applies also relationships and some other fields I would need to set.

Does anybody know how to intercept this action and change it in order to add all other information?

Thanks in advance

[Sunil B N · Accepted solution]

Hi Ernesto,

Could you elaborate what kind of data you would to store/apply as a part of template.
relationships - do you mean parent/child or other fields?
We usually save any field info which is the view while creating template.
Script Includes -  CWMSaveTemplateUtil, CWMApplyBoardTemplateAPI predominately take care of Saving as a template and Creating from a template respectively.

Let me know if you have more questions.
Thanks and Regards,
Sunil B N

[E di Santo]

Hi Sunil, first of all thank you for your feedback!

When I talk about relationships I refer to Dependent tasks and Pre-requisite tasks, if I set some relationships and save template, when I apply it only tasks are copied/created, but without relations between them.

I will have a look at Script Include you specified, is it possible to modify those scripts or they are in read-only?

Thanks

Ernesto

[Sunil B N]

Hi Ernesto,
Thanks for the reply. These dependent / prerequisite tasks are within the same Board? Asking this to understand the use case better so that we can see if that is something we can put on our future roadmap.
Script Include is not read only however please note that it will not be upgraded if there are customisations to it. You have to manually handle future upgrades.
Thanks and regards,
Sunil B N

[E di Santo]

Hi Sunil, thanks again for your kind feedback!

I'll try to explain my use case: I'm working in a single Workspace (it will be the same for all the boards), I've created a starting Board (let's suppose board eCommerce) containing some cwm tasks (let's suppose task 1 and task 1.1); some of those tasks are related to others with relationships of pre-requisite or dependent type (let's suppose task 1 has task 1.1 as dependent in the relationships).

I want to allow cwm users to create a "structure" of tasks (maybe simple or more complex) with all needed relationships, save that board structure as a template and then, when applying the template, copy all board content to a new board (including relationships in addition to tasks).

Do you know if there is any properties or some quick way to meet this requirement which could help?

Thanks again.

Ernesto