Add a Document Reference to a Task Plan Template Item

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add documents to task plan template items through extensible feature tables. Supported file types include PDFs, Word documents, PowerPoint files, or images.

    Vorbereitungen

    Roles required: admin, sn_task_plan.admin, sn_task_plan.creator, sn_task_plan.writer

    Plugin Id: com.snc.platform_document_management.

    Prozedur

    1. Navigate to All > Task Plan Template..
    2. Select a template which is in Draft state
    3. Select the template item to which you want to add documents from the Template Items related list.
    4. From the Task Plan Template Document related list, select New.
      Hinweis:
      The New option is visible only for templates in Draft state, not for those that are Published.
    5. Enter the details for the mandatory fields in the form.
      The task plan feature and the corresponding task plan template are also auto-populated.
    6. Select Submit.