Find your people. Pick a challenge. Ship something real. The CreatorCon Hackathon is coming to the Community Pavilion for one epic night. Every skill level, every role welcome. Join us on May 5th and learn more here.

Modify CWM apply template procedure

E di Santo
Tera Contributor

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

4 REPLIES 4

Sunil B N
ServiceNow Employee

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



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

Tanushree Maiti
Kilo Patron

Hi @E di Santo 

 

Refer this Servicenow Documentation link:

Apply a template to existing Board or Doc in CWM 

Update a template in CWM 

 

Also check : https://www.youtube.com/watch?v=nfYHU1GOnok

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:
In Collaborative Work Management, using templates for Boards and Documents helps us standardize work across teams. Storing both board and document templates in one central location ensures that our teams stay consistent and efficient. In this video, we'll show how to create, apply, and manage ...

Hi Tanushree,

I already checked on official documentation, I know how to apply a template, my issue is that template doesn't save also relationships between tasks, which is my need.

 

Thanks