Create templates for related task records

task australia Updated Sep 10, 2026 3 min read create-templates-for-related-task-records.md
Raw file servicenow.com

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

  1. From the parent Task table template, configure the form layout to add these fields.

    • Next Related Child Template
    • Next Related Template
    • Link element
  2. 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]
3. [Create a template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-administration/t_CreateATemplateUsingTheTmplForm.md) 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

4. [Create a template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-administration/t_CreateATemplateUsingTheTmplForm.md) 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

5. 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 server` in the **Next Related Child Template** field.

\[Omitted image "ParentTaskTemplateExample.png"\] Alt text: Example for parent task template.
  1. 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 network in the Next Related Template field.

    [Omitted image "ChildTaskTemplateExample.png"] Alt text: 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

Create a module for a template

Template bar

Toggle the template bar

Scripted templates

Search documentation
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