Create a template item condition

Create conditions for a template item after the template item has been created. These conditions determine when a template item is created when the task plan template is applied.

시작하기 전에

Role required: sn_task_plan.admin or sn_task_plan.creator role

이 태스크 정보

You can create conditions for template items after the items have been created and the Template Item Conditions tab appears on the Template Item record.

When you create a condition, you select a table on which the conditions are applied. The following tables are available for selection:

• The same table as the Target record in the task plan template.
• The same table as the current template item.

You can also delete a condition by selecting the condition in the Template Item Conditions list and then selecting Delete to remove the item from the list..

프로시저

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 a template item record.
5. Select the Conditions tab.
6. Select New.
   The template item condition record opens in a new tab. The Template item field displays the number of the parent template item.

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

7. Select a table from the Condition table field.
   This is the table on which the condition is applied.
8. Select Add Filter Condition to choose a condition from the drop down.
   1. Use the operators in the field to set the filtering that you want.
   2. Select x to remove a condition.
9. To add additional conditions to filter by, select Add OR Clause.
   1. Use the operators in the field to set the filtering that you want.
   2. Select x to remove a condition.
10. Select Submit.
    The system creates the template item condition record and adds it to the Template Item Conditions tab.