Idea ID: 2739378

Built-In Support for Standard Change Templates

Status : Waiting for Votes
Waiting for Votes
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over 3 years ago

Many customers ask for the ability to define standard change templates. This can be implemented today but would be nice if it were provided OOB in the process app.

When users are trying to submit a Standard Change in the Change Management module, they want to be prompted to select a Standard Change Template to utilize. The template then fills in the appropriately mapped fields from the template. I’d envision adding an Aux Table to hold these templates. Then, when “Standard” is selected for Change Type, we would show a Relational Field to allow the user to select a template item defined in the Aux Table. This selection would then trigger us to populate the data from the selected relational item to the Change Management fields so they could edit as necessary.