Create templates for related task records

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.

    Avant de commencer

    Role required: admin

    Pourquoi et quand exécuter cette tâche

    Administrators must understand the parent-child relationships between Task tables. For example, the Change Task table is a child of the Change table and the Incident Task table is a child of the Incident table.
    Remarque :
    Child templates can only be applied automatically if you first apply the parent template from a module.

    Procédure

    1. From the parent Task table template, configure the form layout to add these fields.
      • Next Related Child Template
      • Next Related Template
      • Link element
    2. Create a template for the parent Task table.
      For example, create this template for the Change table.
      Tableau 1. Sample Change template
      Field Value
      Name Add server to network
      Table Change [change_request]
      Short description Set up a server on the network
      Template
      • [Short description][Set up server on the network]
      • [Category][Hardware]
      • [Assignment group][Hardware]
    3. Create a template for the first related task.
      For example, create this template for the Change Task table.
      Tableau 2. First sample Change Task template
      Field Value
      Name Order server
      Table Change Task [change_task]
      Short description Order server hardware
      Template
      • [Short description][Order server hardware]
      • [Assignment group][Hardware]
      Link element Change request
    4. Create a template for each additional related task.
      For example, create one additional template for the Change Task table.
      Tableau 3. Second sample Change Task template
      Field Value
      Name Install server on network
      Table Change Task [change_task]
      Short description Install server on network
      Template
      • [Short description][Install server on network]
      • [Assignment group][Hardware]
      Link element Change request
    5. From the parent Task table template, set Next Related Child Template to the first related child task.
      For example, in the Add server to network template, select Order server in the Next Related Child Template field.
      Example for parent task template.
    6. For each child related task, set Next Related Template to the next related task template.
      For example, in the Order server template, select Install server on network in the Next Related Template field.
      Example for child task template.
      Remarque :
      The last related task template does not have a value for Next Related Template. For example, the Install server on network template does not have a value in Next Related Template.

    Que faire ensuite

    Create a module for the parent Task table template so that child templates can be applied to related task records. For example, create a module for Add server to network.