Difference between revisions of "Simplified Child Creation"
From SDU
(→Step 1. Create the button) |
|||
| Line 2: | Line 2: | ||
== Step 1. Create the button == | == Step 1. Create the button == | ||
| − | The first step is to | + | The first step is to add a "Create a Child" button in the Parent/Child tab. |
| + | *cr_relreq.htmpl for Requests | ||
| + | *in_relreq.htmpl for Incidents | ||
| + | *pr_relreq.htmpl for Problems | ||
| + | *chg_relchg.htmpl for Change Orders | ||
| + | *iss_reliss.htmpl for Issues | ||
| − | ''' | + | |
| + | '''For Requests, Incidents, and Problems:'''<br> | ||
| + | Edit cr_relreq.htmpl, in_relreq.htmpl form, or pr_relreq.htmpl. | ||
<!--c1--><div class='codetop'>CODE</div><div class='codemain'><!--ec1--><PDM_IF $args.id != 0><br>ImgBtnCreate("makechild", "Create Child", "create_new('cr',0,0,0,'PRESET=type:$args.type','INITFROM=make_child')", true, 0,"Create a Child"); <br></PDM_IF><!--c2--></div><!--ec2--> | <!--c1--><div class='codetop'>CODE</div><div class='codemain'><!--ec1--><PDM_IF $args.id != 0><br>ImgBtnCreate("makechild", "Create Child", "create_new('cr',0,0,0,'PRESET=type:$args.type','INITFROM=make_child')", true, 0,"Create a Child"); <br></PDM_IF><!--c2--></div><!--ec2--> | ||
| − | ''' | + | '''For Change Orders:'''<br> |
| + | Edit chg_relchg.htmpl. | ||
<!--c1--><div class='codetop'>CODE</div><div class='codemain'><!--ec1--><PDM_IF $args.id != 0><br>ImgBtnCreate("makechild", "Create Child", "create_new('chg',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child"); <br></PDM_IF><!--c2--></div><!--ec2--> | <!--c1--><div class='codetop'>CODE</div><div class='codemain'><!--ec1--><PDM_IF $args.id != 0><br>ImgBtnCreate("makechild", "Create Child", "create_new('chg',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child"); <br></PDM_IF><!--c2--></div><!--ec2--> | ||
| − | ''' | + | '''For Issues:'''<br> |
| + | Edit iss_reliss.htmpl. | ||
<!--c1--><div class='codetop'>CODE</div><div class='codemain'><!--ec1--><PDM_IF $args.id != 0><br>ImgBtnCreate("makechild", "Create Child", "create_new('iss',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child"); <br></PDM_IF><!--c2--></div><!--ec2--> | <!--c1--><div class='codetop'>CODE</div><div class='codemain'><!--ec1--><PDM_IF $args.id != 0><br>ImgBtnCreate("makechild", "Create Child", "create_new('iss',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child"); <br></PDM_IF><!--c2--></div><!--ec2--> | ||
| − | |||
| − | |||
== Step 2. Create the form == | == Step 2. Create the form == | ||
Revision as of 22:11, 12 January 2008
This article contains instructions for expediting the child creation process by using information from the parent ticket.
Step 1. Create the button
The first step is to add a "Create a Child" button in the Parent/Child tab.
- cr_relreq.htmpl for Requests
- in_relreq.htmpl for Incidents
- pr_relreq.htmpl for Problems
- chg_relchg.htmpl for Change Orders
- iss_reliss.htmpl for Issues
For Requests, Incidents, and Problems:
Edit cr_relreq.htmpl, in_relreq.htmpl form, or pr_relreq.htmpl.
CODE
<PDM_IF $args.id != 0>
ImgBtnCreate("makechild", "Create Child", "create_new('cr',0,0,0,'PRESET=type:$args.type','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
ImgBtnCreate("makechild", "Create Child", "create_new('cr',0,0,0,'PRESET=type:$args.type','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
For Change Orders:
Edit chg_relchg.htmpl.
CODE
<PDM_IF $args.id != 0>
ImgBtnCreate("makechild", "Create Child", "create_new('chg',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
ImgBtnCreate("makechild", "Create Child", "create_new('chg',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
For Issues:
Edit iss_reliss.htmpl.
CODE
<PDM_IF $args.id != 0>
ImgBtnCreate("makechild", "Create Child", "create_new('iss',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
ImgBtnCreate("makechild", "Create Child", "create_new('iss',0,0,0,'','INITFROM=make_child')", true, 0,"Create a Child");
</PDM_IF>
Step 2. Create the form
The next step is to create a form on the main detail page (detail_cr.htmpl, detail_in.htmpl, detail_pr.htmpl, detail_chg.htmpl, and detail_iss.htmpl) that we will refer to as "make_child".
The following code provides a few examples of setting name fields, searchable fields, drop-down lists, and free-text fields. Use the examples provided or add your own... just be sure to include the two lines pertaining to parent.
CODE
<FORM NAME="make_child">
<INPUT TYPE=hidden NAME=SET.parent VALUE="$args.persistent_id">
<INPUT TYPE=hidden NAME=KEY.parent VALUE="$args.ref_num">
<INPUT TYPE=hidden NAME=SET.customer VALUE="$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.description VALUE=<PDM_FMT ESC_STYLE=HTML>"$args.description (created as a child from $args.ref_num)"</PDM_FMT>>
</FORM>
<INPUT TYPE=hidden NAME=SET.parent VALUE="$args.persistent_id">
<INPUT TYPE=hidden NAME=KEY.parent VALUE="$args.ref_num">
<INPUT TYPE=hidden NAME=SET.customer VALUE="$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.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 the web cache
For r11.x releases of Service Desk:
Publish your changes via the Web Screen Painter.
For older releases:
Execute a pdm_webcache.
