Create templates for related task records
Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.
Before you begin
Role required: admin
About this task
Administrators must understand the parent-child relationships between Task tables. For example, the Change Task table is a child of the Change table and the Incident Task table is a child of the Incident table.
Note: Child templates can only be applied automatically if you first apply the parent template from a module.
Procedure
From the parent Task table template, configure the form layout to add these fields.
- Next Related Child Template
- Next Related Template
- Link element
- Create a template for the parent Task table.
For example, create this template for the Change table.
| Field | Value |
|---|---|
| Name | Add server to network |
| Table | Change \[change\_request\] |
| Short description | Set up a server on the network |
| Template | - \[Short description\]\[Set up server on the network\] - \[Category\]\[Hardware\] - \[Assignment group\]\[Hardware\] |
Create a template for the first related task.
For example, create this template for the Change Task table.
| Field | Value |
|---|---|
| Name | Order server |
| Table | Change Task \[change\_task\] |
| Short description | Order server hardware |
| Template | - \[Short description\]\[Order server hardware\] - \[Assignment group\]\[Hardware\] |
| Link element | Change request |
Create a template for each additional related task.
For example, create one additional template for the Change Task table.
| Field | Value |
|---|---|
| Name | Install server on network |
| Table | Change Task \[change\_task\] |
| Short description | Install server on network |
| Template | - \[Short description\]\[Install server on network\] - \[Assignment group\]\[Hardware\] |
| Link element | Change request |
From the parent Task table template, set Next Related Child Template to the first related child task.
For example, in the Add server to network template, select
Order serverin the Next Related Child Template field.
Example for parent task template.
For each child related task, set Next Related Template to the next related task template.
For example, in the Order server template, select
Install server on networkin the Next Related Template field.
Example for child task template.
**Note:** The last related task template does not have a value for **Next Related Template**. For example, the **Install server on network** template does not have a value in **Next Related Template**.
What to do next
Create a module for the parent Task table template so that child templates can be applied to related task records. For example, create a module for Add server to network.
Parent Topic:Using form templates
Related topics
Create a template using the Template form
Create a template by saving a form
Schedule record creation from a template