Template item condition form

reference australia Updated Sep 4, 2026 2 min read task-plan-template-item-condition-form.md
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The Template item condition form displays displays the conditions that apply to a that template item.

The Template item condition form includes the following fields on the Details tab.

Field

Description

Short description

A brief description of the template item condition.

Template item

The number of the parent template item.

Condition table

The table on which the condition is applied.By default (when Advanced is unchecked), you select one of the following:

  • The same table as the Target record in the task plan template.
  • The parent template item's table.

When Advanced is selected, this field instead lists tables that share the reference selected in the Base table mapping field.

Condition

Use this field to add the conditions for the template item. Each condition contains a field, operator, and value(s).Select Set conditions to display the Condition pop-up window.

  • Add a condition for the template item that contains a field, operator, and value.
  • Select +New condition set to add a new condition.
  • Select x to remove a condition.
  • Select Set to save the conditions and close the pop-up window

Advanced

Select this check box to instead configure the condition on a table that shares a reference with the target table or parent template item table, rather than on that table directly. When Advanced is selected, the Condition table field lists tables that share the reference selected in Base table mapping field. Three additional fields appear and are mandatory: Base table, Base table mapping field, and Condition table mapping field.

Selecting or clearing this check box displays a Change Advanced settings? confirmation dialog before the change takes effect. See Create a template item condition for the exact behavior.

Base table

Displayed when Advanced is selected. Select the parent template item's table or the task plan template's target record table. This is the table that the related table in Condition table must share a reference with.

Base table mapping field

Displayed when Advanced is selected. Select a reference field on the Base table. The Condition table field then lists tables that share this same reference.

Condition table mapping field

Displayed when Advanced is selected. Select the field on the Condition table that matches the reference selected in Base table mapping field.

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