Templates for Demand

[Ricky Singh]

Is it possible to add Templates to a Demand form so that predefined project tasks can be added to demand record?

I learned at the K19 that Demand tasks are being released in NY release so we would eventually replace the project tasks on demand with demand tasks however I am not sure if templates will come out of the box?

[Roel3 · Accepted solution]

Hi Ricky,

The project template functionality is only meant to be used with projects. What I did for several customer is defining a custom table 'Demand task' (extended from planned task) and used that for registering demand tasks.

When having that table you have several options to fill that with a standard set of tasks with standard duration. I prefer using workflows or ui actions to have the user initiate the set a set of tasks. That works for me as the set of tasks is always the same depending on an entity on the demand itself. Disadvantage of the solution is the maintenance of the 'template' is quite technical.

Regards Roel

[Ricky Singh]

Thanks, Roel

I think I am going to wait for the Out of box demand tasks that are scheduled for release in NY and then build a UI action to auto-populate the tasks.