--- sourceDocument: Xanadu ServiceNow AI Platform Administration sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/platform-administration Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu ServiceNow AI Platform Administration ft:clusterId : - platadm bundleId : - platadm workflow : - Platform --- # Create templates for related task records # Create templates for related task records {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read 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](https://servicenow-prod.fluidtopics.net/1phGIP6~lfwMUKKczOxN0Q#configure-form-layout "Administrators or users with the personalize_form role can configure the form and related list layout.") to add these fields. * Next Related Child Template * Next Related Template * Link element {#create-templates-for-related-task-records__ul_l3l_gtw_h1b} 2. [Create a template](https://servicenow-prod.fluidtopics.net/R1_A6UDhw4K9hZo67UFveA "Create a template record for any table to populate certain fields automatically.") for the parent Task table. For example, create this template for the Change table.{#create-templates-for-related-task-records__table_jjb_hkw_1y__entry__2} | Field | Value | |-|-| | Name | Add server to network | | Table | Change \[change_request\] | | Short description | Set up a server on the network | | Template | * \[Short description\]\[Set up server on the network\] * \[Category\]\[Hardware\] * \[Assignment group\]\[Hardware\] {#create-templates-for-related-task-records__ul_gmx_rkw_1y} | [Table 1. Sample Change template] {#create-templates-for-related-task-records__table_jjb_hkw_1y} 3. [Create a template](https://servicenow-prod.fluidtopics.net/R1_A6UDhw4K9hZo67UFveA "Create a template record for any table to populate certain fields automatically.") for the first related task. For example, create this template for the Change Task table.{#create-templates-for-related-task-records__table_tvy_llw_1y__entry__2} | Field | Value | |-|-| | Name | Order server | | Table | Change Task \[change_task\] | | Short description | Order server hardware | | Template | * \[Short description\]\[Order server hardware\] * \[Assignment group\]\[Hardware\] {#create-templates-for-related-task-records__ul_uvy_llw_1y} | | Link element | Change request | [Table 2. First sample Change Task template] {#create-templates-for-related-task-records__table_tvy_llw_1y} 4. [Create a template](https://servicenow-prod.fluidtopics.net/R1_A6UDhw4K9hZo67UFveA "Create a template record for any table to populate certain fields automatically.") for each additional related task. For example, create one additional template for the Change Task table.{#create-templates-for-related-task-records__table_tnt_rmw_1y__entry__2} | Field | Value | |-|-| | Name | Install server on network | | Table | Change Task \[change_task\] | | Short description | Install server on network | | Template | * \[Short description\]\[Install server on network\] * \[Assignment group\]\[Hardware\] {#create-templates-for-related-task-records__ul_unt_rmw_1y} | | Link element | Change request | [Table 3. Second sample Change Task template] {#create-templates-for-related-task-records__table_tnt_rmw_1y} 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. 6. 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. 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](https://servicenow-prod.fluidtopics.net/6J~YbXE_Ik1ct8gg5GuQtg "You can create a module to open a form with pre-populated template data.") 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. **Related concepts** * [Template bar](https://servicenow-prod.fluidtopics.net/WrgxrzlmlxurQZ4tKh_yPg "Use the template bar to apply, edit, and create templates.") **Related tasks** * [Create a template using the Template form](https://servicenow-prod.fluidtopics.net/R1_A6UDhw4K9hZo67UFveA "Create a template record for any table to populate certain fields automatically.") * [Create a template by saving a form](https://servicenow-prod.fluidtopics.net/gxTRL5VR2I3uOLV9LuYABg "Save a populated form as a template.") * [Create records based on a template](https://servicenow-prod.fluidtopics.net/6GsIVluJ_U~G8wUeBQHgZg "You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.") * [Create a module for a template](https://servicenow-prod.fluidtopics.net/6J~YbXE_Ik1ct8gg5GuQtg "You can create a module to open a form with pre-populated template data.") * [Toggle the template bar](https://servicenow-prod.fluidtopics.net/Z20zMntRChz1DDWdaTgPLA "The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.") **Related reference** * [Scripted templates](https://servicenow-prod.fluidtopics.net/B5WqAesr_VhfLeIHbeS82Q "You can apply an active template to a record using JavaScript.")