Template item form
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.
| 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. |