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Apply Template to existing Service Request


1) User creates a standard Service Request. New SR has ID SR1234.
2) Analyst should be able to apply a Service Request Template to SR1234 (created in step 1).

Does anyone have an idea or already a custom script to do this? It would be great to do that in the portal. :-)

Thanks for any help!

4 votes

Submitted · Last Updated


  • David_SebbaDavid_Sebba Customer IT Monkey ✭
    edited January 2017

    This is a PowerShell script that was created to correctly apply a template that contained activities, which it does.  It could probably be adapted to a task.


    (to be clear, I didn't write it :-)  )

  • Raffael_JenzerRaffael_Jenzer Customer IT Monkey ✭

    Meanwhile, i've added the following code to the custom.js-file (see attachement).

    This code was originally from an "Apply Template to IR". I've changed some items. My actual result is the following:
    - I'm able to choose from all the SR templates
    - When I click "OK", it cancels the "old" SR (and all the activities in it) and creates a new SR based on the selected template

    Is anyone able to change my code?
    - The old SR will not get cancelled
    - No new SR created
    - The activities from the selected template will get attached to the old SR.
    - Existing activites will remain in the old SR.

    I would really appreciate any help.


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