Difference between revisions of "Simplified Child Creation"
(New page: This article provides instructions for expediting the child creation process by grabbing information from the parent ticket. == Step 1. Create the button == The first step is to create t...) |
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Revision as of 18:12, 12 January 2008
This article provides instructions for expediting the child creation process by grabbing information from the parent ticket.
Step 1. Create the button
The first step is to create the button in the cr_relreq.htmpl, in_relreq.htmpl, pr_relreq.htmpl, chg_relchg.htmpl, or iss_reliss.htmpl forms. These are all the tabs that host Parent/Child relationships for tickets.
Code for Requests, Incidents, and Problems:
ImgBtnCreate("makechild", "Create Child", "create_new('cr',0,0,0,'PRESET=type:$args.type','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
Code for Change Orders:
ImgBtnCreate("makechild", "Create Child", "create_new('chg',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
Code for Issues:
ImgBtnCreate("makechild", "Create Child", "create_new('iss',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
Step 2. Create the form
The next step is to create a form on the main detail page (detail_cr.htmpl, detail_in.htmpl, detail_pr.htmpl, detail_chg.htmpl, and detail_iss.htmpl) that will will refer to as "make_child".
The following example shows how to set name fields, searchable fields, drop down lists, and free text fields. Use any fields you would like, just be sure to include the two lines pertaining to setting the parent.
<INPUT TYPE=hidden NAME=SET.customer VALUE="$args.customer">
<INPUT TYPE=hidden NAME=customer_combo_name VALUE="$args.customer.combo_name">
<INPUT TYPE=hidden NAME=SET.category VALUE="$args.category">
<INPUT TYPE=hidden NAME=KEY.category VALUE="$args.category.sym">
<INPUT TYPE=hidden NAME=SET.priority VALUE="$args.priority">
<INPUT TYPE=hidden NAME=SET.parent VALUE="$args.persistent_id">
<INPUT TYPE=hidden NAME=KEY.parent VALUE="$args.ref_num">
<INPUT TYPE=hidden NAME=SET.description VALUE=<PDM_FMT ESC_STYLE=HTML>"$args.description (created as a child from $args.ref_num)"</PDM_FMT>>
</FORM>
Note: For COs, replace ref_num with chg_ref_num.
Step 3. Clear web cache
r11.x Publish your changes via the Web Screen Painter.
pre-r11.x Execute a pdm_webcache.
