"Apply Template" related link for projects, need help to understand whole logic.

[Chandler2]

So, I see Apply Template related link on project form but sometimes it doesn't show.

I see that the UI action doesn't have any version so it is OOB.

So,  1. what is the logic when to show and when not to show?

My understanding: It shows only when there are child tasks to a project. Any business case explanation for that?

2. How to know if a templated has already been applied to a project or not?

3. My requirement is that if a templated is applied then the apply template related link should be removed/hidden but that is not the case, any explanation why it is built like that? Why we can apply templates again and again. 

Please share your knowledge, Thanks!

[manita1]

Can you send me a screenshot of your project which shows the link to apply template and project task in related list ?

[manita1]

This is as per Servicenow Docs : 

[Chandler2]

Hi @manita1 

Once you apply a template or create a project task the apply template link shows in the related link area in the lower area of the project form. You can also check the UI action "Apply Template" details to confirm.  

So it is not the case that once a template is applied or a project task is created the apply template stops showing. This is my requirement as this doesn't happen OOB.

[Dhiren Aghera]

Hi @Chandler2  sharing my understanding on the Project templates -

There are two places from where you can apply a template to the project

1. On the top of the form you will see " To apply template click here" - This is visible only when you do not have any child tasks created on the project

2. In the related links section - The 'Apply Template" related link is not visible initially. It becomes visible only after you apply a template as per Sr no 1 or you add a child task manually to the project. When you apply multiple templates to an existing project, the tasks gets added at the bottom of the project plan and then you can add dependencies against those tasks. This functionality basically helps to add tasks from different templates as one template might not be sufficient enough considering the mature of Project work. As an e.g the project can be a combination of Software development and Infrastructure set-up and you may need to add tasks associated to both these project types and you may have different templates for the same.

Also as far as I know there is no way to see if a template has been applied or not.

Hope this clarifies.