Task plan templates states and actions

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • A task plan template can be in one of the following states: Draft or Published. It can also be active or inactive. Each state includes an available set of user actions.

    Draft state

    A task plan template is in the Draft state when it is first created.

    When a task plan template is active and in the Draft state, the following actions are available.

    Tableau 1. Available user actions for task plan templates in the Draft state
    Action Description
    Edit Select a task plan template in the list and then select Edit to open the task plan template record and make changes.

    Editing a task plan template requires the sn_task_plan.creator role.
    Clone Select a task plan template in the list and then select Clone to create a copy of the template, the template items and attachments, and the template item conditions.

    Cloning a task plan template maintains the template item hierarchy along with the attachments and conditions. The cloned task plan template is created in the Draft state and is active.

    Cloning a task plan template requires the sn_task_plan.creator role.
    Remarque :
    You can clone one task plan template at a time. If you select more than one task plan template in the list, the Clone action is not available.
    Delete Select one or more task plan templates in the list and then select Delete. Only task plan templates in the Draft state can be deleted.

    Deleting a task plan template requires the sn_task_plan.delete role.

    Remarque :
    The system displays a confirmation message when deleting a template. When the user confirms the action, the system deletes the task plan template.
    Publish Selecting Publish moves an active task plan template from the Draft state to Published. When a task plan template is in the Published state, the fields on the Task Plan Template form are read-only.
    Publishing a task plan requires the sn_task_plan_template.writer role.
    Remarque :
    The system displays a confirmation message when publishing a task plan template. When the user confirms the action, the system publishes the task plan template.

    Published state

    A task plan template is in the Published state when it is ready to be applied and a user with the writer role has published it.

    When a task plan template is active and is in the Published state, the following actions are available.

    Tableau 2. Available user actions for task plan templates in the Published state
    Action Description
    Clone Select the task plan template in the list and then select Clone to create a copy of the template, the template items and attachments, and the template item conditions.

    Cloning a task plan template maintains the template item hierarchy along with the attachments and conditions. The cloned task plan template is created in the Draft state and is active.

    Cloning a task plan template requires the sn_task_plan.creator role.
    Remarque :
    You can clone one task plan template at a time. If you select more than one task plan template in the list, the Clone action is not available.
    Deactivate Select the task plan template in the list and then select Deactivate to disable the Active field on the Task Plan Template form.
    Deactivating a task plan template requires the sn_task_plan_template.writer role.
    Remarque :
    The system displays a confirmation message before deactivating a task plan template. When the user confirms the action, the system disables the Active field on the task plan template.