Template item form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The Template item form displays details about a template item for a task plan template.

    The Template item form includes the following fields on the Details tab.
    Table 1. Template item form fields
    Field Description
    Number The automatically generated record number.
    Short description A brief description of the template item.
    Table Select a table 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].
    Task plan template Displays the number of the parent task plan template for this template item.
    Order The order in which the template item appears in the hierarchical list.
    Parent If the template item is a child of another template item, this field displays the parent item number.
    Parent field identifier The column on the selected table that captures the relationship to the parent template item.
    Fields This field appears when you select a table in the Table field. Specify the fields and the field values that the system should use to create the template item record. Use the +|x buttons to add and delete rows.