Create a module for a template

You can create a module to open a form with pre-populated template data.

Before you begin

Role required: admin

About this task

Child templates are only applied if the parent template is applied from a module. Child templates are not applied by applying a template to a new form.

Procedure

1. Point to the application menu, such as Self-Service, and select the edit application (pencil) icon.

2. In the Modules related list, select New.

3. Fill in the Title and Order fields as appropriate.

4. In the Link Type field, select URL (from Arguments).

5. In the Arguments field, enter <table_name>.do?sys_id=-1&sysparm_template=<template_name>

   The <table_name> is the name of the table you selected for the table field, for example incident. The <template_name> is the name of the template you want to use to pre-populate the form, for example Incident_call_type.

6. Select Submit.

7. Refresh the application navigator to view the new module.

Parent Topic:Using form templates

Related topics

Create a template using the Template form

Create templates for related task records

Create a template by saving a form

Schedule record creation from a template

Template bar

Toggle the template bar

Scripted templates