Simplified Child Creation

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 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:

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>

Code for Change Orders:

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>

Code for Issues:

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>

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>

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.