Create a template item

Create one or more template items, such as a task or record, for a task plan template. When the task plan template is applied, these records are automatically created.

Before you begin

Role required: sn_task_plan.admin or sn_task_plan.creator role

About this task

Template items include tasks, child cases, and child case tasks. You can also create a hierarchy of template items. For example, you can create a case as a template item and then create case tasks as child template items for that case.

You can create new template items or you can clone existing template items. When you clone a template item, it clones the hierarchy of that item.

Procedure

1. Navigate to All > Task Plan Templates > Draft Task Plan Templates.
2. Select a task plan template record number to display the record.
3. Select the Template items tab.
4. Select New in the Template items tab header.
   The template item form opens in a new tab. The Number field displays the number of the template item. The Task plan template field displays the number of the parent task plan template.

   For more information about these fields, see Template item form.

5. Provide a brief description of the template item in the Short description field.
6. Select a table from the Table field in which the system creates the template item record when the task plan template is applied.
   For example, if the template item is a case task, the system should create that item in the Case Task table [sn_customerservice_task].
7. Specify the fields and the field values that the system should use to create the template item record.
8. Optional: Add an attachment to the template item.
9. Select Save.
   The system creates the template item record and adds the Conditions tab and the Child Template Items tab to the form.

What to do next

After creating a template item, you can create one or more conditions for the template item. You can also create child template items for a template item.