Add related tasks to a change schedule
Create related definitions to present related tasks for change requests in the change schedule. For example, to view the change tasks associated with a change request, you need to define a related definition.
Before you begin
- You have activated Change Management - Change Schedule plugin (com.snc.change_management.soc).
- Parent change schedule is defined.
- Role required: itil, sn_chg_soc.change_soc_admin, sn_change_role, sn_change_write roles, sn_change_write, or admin
Procedure
Navigate to All > Schedules > Change Schedule Definitions.
Select a Change schedule definition.
Select New in Related Definition tab.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the related definition. |
| Change schedule definition | Reference for the parent change schedule. |
| Active | Check box to select whether the child schedule is active. |
| Related Records | |
| Table name | Choice list to select the table on which the Related Definition is based. |
| Reference field | Reference the Related Definition is based on, for example, change request. |
| Start date field | Start date field from the related record. |
| End date field | End date field from the related record. |
| Condition | Conditions included in the change schedule and the associated ordering of the conditions. For example, to display only implementation tasks, you must build a specific condition that displays implementation tasks. |
| Record SummaryNote: The record summary pop-up appears when you click any span on the change schedule timeline. | |
| Left column fields | List of fields that appear on the left column of the record summary pop-up. The record summary pop-up appears when you click any span on the change schedule timeline. |
| Right column fields | List of fields that appear on the right column of the record summary pop-up. The record summary pop-up appears when you click any span on the change schedule timeline. |
**Note:** You can also add style rules specific to a related task. You can configure the change schedule page to show related tasks for the change, such as implementation tasks.
- Click Submit.
Parent Topic:Change schedules
Related topics
Create a change schedule from the Change Schedules page
Create a change schedule from the change schedule definition